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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Bures is a financial professional with over 17 years of experience in the financial services industry. Jennifer is currently a Chief Operating Officer at Alera Investment Advisors, LLC, where she provides wealth management and retirement plan services to a variety of clients, including individuals, corporations, and pension plans. Jennifer is a registered representative and investment advisor representative and holds Series 4, 7, 24, 52, 53 and 66 licenses. Jennifer has a broad range of experience in the financial services industry, having previously worked at J.P. Morgan Securities LLC, BMO Harris Financial Advisors, Inc., Chase Investment Services Corp., and Ameriprise Financial Services, Inc. Jennifer has a passion for helping clients achieve their financial goals and is committed to providing her clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/04/2022 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
03/17/2022 - 08/23/2024
TRIAD ADVISORS LLC (Chicago IL)
IL
04/13/2015 - 10/15/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (Chicago IL)
IL
10/01/2012 - 04/20/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
03/06/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/21/2005 - 03/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
MN
07/21/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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