Jennifer A. Bures

ALERA INVESTMENT ADVISORS

Chicago, IL 60611

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CRD#: 4967523

Professional summary

Jennifer Ann Bures, who also goes by Jennifer A Johnson, Jennifer Ann Johnson, is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in Chicago, Illinois and ALERA SECURITIES LLC located in Deerfield, Illinois.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer A Johnson | Jennifer Ann Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Alera Group;investment related;410 N Michigan Ave,Suite 1200,Chicago,IL 60611;employee benefits,wealth management,retirement plan services,etc;COO;10/2021;100 hrs/month;4 hrs during trading;COO for wealth & retirement plan services,dba names Alera Group Wealth Services and Alera Group Retirement Plans 2)Alera Investment Advisors;investment related;410 N Michigan Ave,Suite 1200,Chicago,IL 60611;RIA;COO;10/2021;100 hrs/month;4 hrs during trading;COO for RIA 3)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;Chief operating officer;10/13/2021;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Bures's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 4, 2022 - Present

ALERA INVESTMENT ADVISORS, LLC

Office #1: 410 N. Michigan Avenue, Suite 1200, Chicago, IL 60611

RIA

CRD#: 287906

Chicago, IL

Current

July 18, 2025 - Present

ALERA SECURITIES LLC

Office #1: Three Parkway North Suite 500, Deerfield, IL 60015Office #2: Three Parkway North, Suite 500, Deerfield, IL 60015

CRD#: 335132

Deerfield, IL

Past

August 23, 2024 - May 10, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Chicago, IL

Past

March 17, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Chicago, IL

Past

September 22, 2015 - August 2, 2021

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

Chicago, IL

Past

April 13, 2015 - October 15, 2021

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

Chicago, IL

Past

October 1, 2012 - April 20, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

CHICAGO, IL

Past

October 1, 2012 - April 20, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

CHICAGO, IL

Past

March 6, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

February 26, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CHICAGO, IL

Past

August 5, 2005 - March 14, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHICAGO, IL

Past

July 21, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 21, 2005 - March 14, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(4/4/2022)

Illinois
(9/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/4/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 5/18/2018

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 9/28/2017

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

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Contact information

Main Address

Three Parkway North Suite 500, Deerfield, IL 60015-2567

Mailing Address

Phone number

(847) 457-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/1/2025)

Regulatory assets under management

Total Number of Accounts	3,097
AUM (Assets Under Management)	$ 3,572,112,624

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer A. Bures

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Bures's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALERA SECURITIES LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ALERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2005

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2005

Series 4

Date: 5/18/2018

Series 53

Date: 9/28/2017

Series 24

Date: 1/6/2011

FINRA

Current Firm

ALERA INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALERA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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