Jane Bourette has been an investment adviser representative at Motiv8 Investments since October 2023, and is not listed among the firm’s executive officers or direct owners. Jane Bourette studied at the University of North Carolina at Chapel Hill and Northeastern University.
Motiv8 Investments LLC is a Port St Lucie, FL firm with $219M under management, 726 clients and 10 advisers across 11 offices, as of its March 2026 filing.
Jane Bourette is an Investment Advisor Representative of Coast to Coast Financial Planning, based in Chatham, MA. She started Coast to Coast Financial Planning to help people with retirement income, long-term care and leaving the legacy they plan for. She is especially focused on the growing needs of women and serves as a mentor with WE CAN Corporation, helping women in transition on Cape Cod.
Jane Bourette’s longest registration was 13 years at Jwkodak Capital Management, LLC (2010–2024). Before joining Motiv8 Investments in 2023, Jane Bourette was registered through Jwkodak Capital Management, LLC and Kovack Advisors, Inc.
- Motiv8 Investments LLCCurrent– present · 3 yearsChatham, MA · Adviser representative · Firm CRD 285560
- Jwkodak Capital Management, LLC– · 13 yearsChatham, MA · Adviser representative · Firm CRD 144081
- Kovack Advisors, Inc.– · under a yearS. Orleans, MA · Adviser representative · Firm CRD 140808
Investment adviser representative registrations
Jane Bourette is registered as an investment adviser representative in Massachusetts, since October 2023.
- MassachusettsSince 12 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jane Elizabeth Bourette
- CRD
- 5565692
- Firm
- Motiv8 Investments · CRD 285560
- Office
- 60 Munson Meeting Way, Office#1, Chatham, MA 02633
- Registration
- Investment adviser registration
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Jane Bourette work?
Jane Bourette is an investment adviser representative registered through Motiv8 Investments LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jane Bourette a financial advisor?
Yes. Jane Bourette has a current investment-adviser registration in Massachusetts, through Motiv8 Investments since October 2023.
How many years of experience does Jane Bourette have?
Jane Bourette has 17 years in the financial industry, since June 2009, across 3 adviser firms.
What exams has Jane Bourette passed?
Jane Bourette passed the Series 65 in June 2009.
Where did Jane Bourette work before Motiv8 Investments?
Before Motiv8 Investments, Jane Bourette was registered through Kovack Advisors, Inc., June 2009 to December 2009.
Where is Jane Bourette based?
Jane Bourette’s registered office is in Chatham, MA.
Is Jane Bourette registered with FINRA?
No. Jane Bourette has no current broker registration.
How can I verify Jane Bourette’s record?
Search CRD 5565692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jane Bourette’s full registration record.