Jean-louis Guinchard, financial advisor Boone NC

Jean-louis Guinchard

CRD Number: 1983431
Current Firm: Covenant Investment Capital, LLC

Jean-louis Guinchard (CRD# 1983431) is an Investment Advisor Representative working at Covenant Investment Capital, LLC in Boone, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Rcx Partners LLC The Woodlands, TX Apr 2020 - Current 2
Rcx Capital Group Holdings, LLC Boone, NC Apr 2018 - Current 4
Covenant Investment Capital, LLC Boone, NC Mar 2018 - Current 4
Rcx Capital Group, LLC Boone, NC Jan 2018 - Current 4
Guinchard Family Trust Boone, NC Mar 2017 - Current 5
O&a Real Estate Development Partners Boone, NC Jul 2007 - Current 15
Silver Portal Capital Advisors, LLC San Diego, CA Feb 2014 - Mar 2018 4
Silver Portal Capital LLC San Diego, CA Jul 2013 - Jan 2018 4
Silver Portal Capital LLC San Diego, CA Feb 2012 - Jul 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Jean-louis Guinchard
Phone Number: 858-232-7007
Registered State(s):
  • CA
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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