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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Walter Boucher is a financial advisor with Empower Advisory Group, LLC, a firm that provides investment advisory and financial planning services. Jerry has been in the financial industry since 2003 and holds several licenses, including Series 6, Series 7, Series 63 and Series 65. Jerry has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Jerry is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
03/25/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
03/12/2018 - 09/11/2018
EDWARD JONES (HOPEDALE MA)
MA
10/29/2007 - 02/13/2018
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
MA
06/25/2001 - 06/02/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 01/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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