JB
CFA
JB
CFA

Jennifer Bourret

18 Years of Experience
Greenwood Village, CO
Broker

Jennifer Bourret is a CFA-designated registered investment advisor at Empower Capital Management, LLC, based in Greenwood Village, CO, with 18 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 152 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
152 clients
Average Client Portfolio
$449.6M average
Assets Under Management
$68.3B

Fee Structure

Investment management only (planning not offered)

Empower Capital Management manages investments for various entities, including affiliated funds, stable value accounts, and collective investment trusts. The fees vary depending on the client type and are calculated as a percentage of assets under management. These fees are negotiable and paid in arrears. The specific fee arrangements are determined through written agreements with each client.

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Location

8515 East Orchard Road, 2T3, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Empower Capital Management, LLC
March 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.
December 2022 - Present · 3 yrs 4 mos
Empower Financial Services, INC.Broker
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Global Portfolio Strategies, INC.
March 2021 - December 2022 · 1 yr 9 mos
Prudential Investment Management Services LLCBroker
December 2016 - December 2022 · 6 yrs
Cu Investment Solutions, INC.Broker
July 2006 - January 2011 · 4 yrs 6 mos
Metropolitan Rose Financial Services LLCBroker
December 2004 - September 2005 · 9 mos
A. G. Edwards & Sons, INC.Broker
January 2003 - May 2003 · 4 mos
Credit Suisse First Boston CorporationBroker
May 1998 - June 2002 · 4 yrs 1 mo
State Registrations13 states
CACOCTDCFLIDMAMDMINYOKTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.