Jean Pierre Georges Bouvel
Professional Summary
Jean Pierre Georges Bouvel, who also goes by Pierre Georges Bouvel, is a registered financial advisor currently at BOUVEL INVESTMENT PARTNERS, LLC located in Phoenixville, Pennsylvania. Jean Pierre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Jean Pierre has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 53, Series 24 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pierre Georges Bouvel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
BOUVEL INVESTMENT PARTNERS, LLC | SECURITY ADVISORS NETWORK, LLC
Contact Information
Main Address
1220 Valley Forge Road Suite 43, Phoenixville, PA 19460Phone Number
(610) 933-3300# of Employees
4SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
758AUM (Assets Under Management)
$374,449,027Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BOUVEL INVESTMENT PARTNERS, LLC | SECURITY ADVISORS NETWORK, LLC
State Registrations and Notice Filings
(6/30/2000)
(2/25/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 1981About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1981About the Series 6 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Nov 1999About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jean Pierre Georges Bouvel's CRS (Customer Relationship Summary).
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