Unclaimed
Jennifer Bourret is a financial advisor with Empower Capital Management, LLC. Jennifer has been in the financial services industry since 2007. Jennifer's previous roles have included positions with Prudential Investment Management Services LLC, CU Investment Solutions, Inc., and A.G. Edwards & Sons, Inc. Jennifer has a broad range of experience in the financial services industry and is registered in 15 states. Jennifer holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Jennifer is also a Chartered Financial Analyst.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
Insurance company separate accounts services provided to non qualified retirement plan sponsors
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.
1
2
CO
07/17/2024 - Present
Empower Capital Management, LLC (GREENWOOD VILLAGE CO)
CT
12/05/2016 - 12/13/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
KS
07/19/2006 - 01/03/2011
CU INVESTMENT SOLUTIONS, INC. (LENEXA KS)
CT
12/08/2004 - 09/22/2005
METROPOLITAN ROSE FINANCIAL SERVICES LLC (FARMINGTON CT)
MO
01/24/2003 - 05/07/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/21/1998 - 06/10/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 02/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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