Jean Pierre BouvelCRD 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 35 years of experience in the finance industry.
|Bouvel Investment Partners,llc||Phoenixville, PA||Feb 2009 - Current||7|
|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|
Total Assets Under Management108MILLIONS
Total Number of Accounts461ACCOUNTS
Average Account Value$233,829
- A percentage of assets under your management
- Hourly charges
- 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
FL, ME, NH, NJ, PA, TX
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