JB
JB

Jane Elizabeth Bourette

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
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Location

60 Munson Meeting Way, Office#1, Chatham, MA, 02633

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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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Other Business ActivitiesSells Insurance

Jane is independently licensed to sell insurance and annuity products through various insurance companies. She is also a licensed real estate salesperson for referrals only.

Employment History
Current Registrations
Motiv8 Investments LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Jwkodak Capital Management, LLC
January 2010 - January 2024 · 14 yrs
Kovack Advisors, INC.
June 2009 - December 2009 · 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.