Jean Pierre
Bouvel
Bouvel Investment Partners, LLC
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About this Advisor
Jean Pierre Bouvel is a financial advisor working out of Phoenixville, Pennsylvania who has 23 years of relevant experience. Bouvel is an advisor for Bouvel Investment Partners, LLC. The advisor has gained experience at Bouvel Investment Partners, LLC and Purshe Kaplan Sterling Investments. Bouvel holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Bouvel Investment Partners, LLC is a company that has its headquarters in Phoenixville, PA. The investment advisory business has just four advisors. It manages $206 million in assets under management between its 701 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 701 customer accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Bouvel Investment Partners, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on the type of services. Fees billed by Bouvel Investment Partners, LLC likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bouvel Investment Partners, LLC Brokerage Details
$205,750,336
4
701
$293,510
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jean Pierre Bouvel Work History
Jean Pierre has been registered as a financial advisor for 23 years.*
Bouvel Investment Partners,LLC
Purshe Kaplan Sterling Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jean Pierre Bouvel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bouvel Investment Partners, LLC
Phoenixville, PA
Phoenixville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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