Jean Pierre Bouvel, financial advisor Phoenixville PA
93 score

Jean Pierre Bouvel

CRD Number: 1016538
Current Firm: Bouvel Investment Partners, LLC

Jean Pierre Bouvel (CRD# 1016538) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 36 years of experience in the finance industry.

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Dedicated Investment Advisers LLC
Company Name Location Dates Years
Bouvel Investment Partners,llc Phoenixville, PA Feb 2009 - Current 9
Purshe Kaplan Sterling Investments Albany, NY Oct 2011 - Dec 2014 3
Bouvel Schlegel Real Estate Phoenixville, PA Jan 2000 - Sep 2012 12
Asset Preservation Network LLC Phoenixville, PA Jul 2003 - Dec 2011 8
Royal Alliance Associates, Inc. Phoenixville, PA Oct 2003 - Sep 2011 7
Security Advisors Network LLC Phoenixville, PA Sep 2000 - Feb 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Jean Pierre G. Bouvel
Phone Number: 610-933-3300
Firm Website:
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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