Jane Bourette, financial advisor Chatham MA

Jane Bourette

CRD Number: 5565692
Current Firm: Motiv8 Investments LLC

Jane Bourette (CRD# 5565692) is an Investment Advisor Representative working at Motiv8 Investments LLC in Chatham, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Motiv8 Investments LLC Chatham, MA Aug 2023 - Current < 1
Coast To Coast Financial Planning, LLC Chatham, MA May 2013 - Current 10
Coast To Coast Financial Planning LLC Chatham, MA May 2012 - Current 11
Jwkodak Capital Management Chatham, MA Jan 2010 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Jane E. Bourette
Phone Number: 772-807-4628
Firm Website: http://www.villatax.com/
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $163,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CT, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, PA, SC, TX, UT, WI

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