Unclaimed Profile

Jennifer Ann Bures

ALERA INVESTMENT ADVISORS, LLC·DEERFIELD, Illinois

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record21 years registeredALERA INVESTMENT ADVISORS, LLC

THREE PARKWAY NORTH, DEERFIELD, IL 60015-2567CRD# 4967523Firm CRD# 287906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Ann Bures · DEERFIELD, IL

Registration

CRD #4967523 · ALERA INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALERA INVESTMENT ADVISORS, LLC

ALERA INVESTMENT ADVISORS, LLC

Apr 2022 – Nov 2025

Chicago, IL

BMO HARRIS FINANCIAL ADVISORS, INC

Sep 2015 – Aug 2021

Chicago, IL

J.P. MORGAN SECURITIES LLC

Oct 2012 – Apr 2015

CHICAGO, IL

CHASE INVESTMENT SERVICES CORP.

Feb 2008 – Oct 2012

CHICAGO, IL

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2005 – Mar 2007

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · August 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALERA INVESTMENT ADVISORS, LLC

CRD 287906 · SEC 801-111892

AUM

$2.7B

Regulatory assets under management

Employees

3,323 client accounts

Services offered by ALERA INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALERA INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Ann Bures offer?

Jennifer Ann Bures specializes in Financial Planning, Investment Management, Wealth Management.

What are Jennifer Ann Bures's credentials?

Jennifer Ann Bures is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Ann Bures located?

Jennifer Ann Bures is based in DEERFIELD, Illinois, last registered with ALERA INVESTMENT ADVISORS, LLC.

How does Jennifer Ann Bures charge for services?

Jennifer Ann Bures's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALERA INVESTMENT ADVISORS, LLC?

ALERA INVESTMENT ADVISORS, LLC has approximately 64 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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