Jane Elizabeth Bourette

Employer firm

Motiv8 Investments LLC CRD 285560

$219M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Jwkodak Capital Management
  Chatham, MA
• 05/2013 → Present
  Coast To Coast Financial Planning, Llc
  Chatham, MA
• 08/2023 → Present
  Motiv8 Investments Llc
  Chatham, MA
• 05/2012 → Present
  Coast To Coast Financial Planning Llc
  Chatham, MA

Previous Registrations

• 2010-01-12 → 2024-01-03
  Jwkodak Capital Management, Llc
  Chatham, MA
• 2009-06-05 → 2009-12-31
  Kovack Advisors, Inc.
  S. Orleans, MA
  Ft. Lauderdale, FL

Other Businesses

1.) Ms. Bourette is independently licensed to sell insurance and annuity products through various insurance companies. Investment-related. 104 Crowell Road, Chatham, MA 02633. 2) I am a licensed RE salesperson for referrals only 3) I've had other outside business activity from time to time. Nothing currently

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-04

Other Names

• Elizabeth Jane Uhlig
• Jane E Bourette