Jean Pierre G. Bouvel

BOUVEL INVESTMENT PARTNERS

PHOENIXVILLE, PA 19460

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CRD#: 1016538

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pierre Georges Bouvel

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.

SINCE 9/2012, CO OWNER OF OFFICE BUILDING LOCATED AT 1220 VALLEY FORGE RD, PHOENIXVILLE, PA 19460. NON INVESTMENT RELATED AND SPEND APPROXIMATELY 1 HOUR PER MONTH ON RENTAL AND MANAGERIAL DUTIES. NONE OF THE TIME DURING SECURITY TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Pierre Georges Bouvel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2000 - Present

BOUVEL INVESTMENT PARTNERS, LLC

Office #1: 1220 Valley Forge Road Suite 43, Phoenixville, PA 19460

RIA

CRD#: 108436

PHOENIXVILLE, PA

Past

October 3, 2011 - December 31, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

PHOENIXVILLE, PA

Past

October 10, 2003 - October 28, 2011

OSAIC WEALTH, INC.

CRD#: 23131

PHOENIXVILLE, PA

Past

September 8, 1987 - October 9, 2003

SECURITY FINANCIAL NETWORK, LLC

CRD#: 10825

PHOENIXVILLE, PA

Past

June 26, 1987 - July 20, 1987

SECURITY FINANCIAL NETWORK, LLC

CRD#: 10825

Past

November 15, 1981 - July 6, 1987

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOUVEL INVESTMENT PARTNERS, LLC

BOUVEL INVESTMENT PARTNERS, LLC | SECURITY ADVISORS NETWORK, LLC

CRD#: 108436 / SEC#: 801-79817

RIA

Registered Investment Advisory firm - (6/3/2014 Approved)

Florida

Registered Investment Advisory firm - (6/5/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (6/6/2014 Terminated)

New York

Registered Investment Advisory firm - (5/5/2006 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/5/2014 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/30/2000)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 9/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/29/1981

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/23/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/27/2004

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 28

Date: 11/2/1999

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

BOUVEL INVESTMENT PARTNERS, LLC

BOUVEL INVESTMENT PARTNERS, LLC | SECURITY ADVISORS NETWORK, LLC

CRD#: 108436 / SEC#: 801-79817

RIA

Registered Investment Advisory firm - (6/3/2014 Approved)

Florida

Registered Investment Advisory firm - (6/5/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (6/6/2014 Terminated)

New York

Registered Investment Advisory firm - (5/5/2006 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/5/2014 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2014 Terminated)

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Contact information

Main Address

1220 Valley Forge Road Suite 43, Phoenixville, PA 19460

Mailing Address

Phone number

(610) 933-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	722
AUM (Assets Under Management)	$ 313,835,532

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jean Pierre G. Bouvel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Pierre Georges Bouvel's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC WEALTH, INC.

SECURITY FINANCIAL NETWORK, LLC

SECURITY FINANCIAL NETWORK, LLC

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

BOUVEL INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/1999

Series 63

Date: 12/11/1981

SIE

Date: 12/31/2014

Series 7

Date: 12/17/1983

Series 22

Date: 10/29/1981

Series 6

Date: 10/23/1981

Series 53

Date: 5/27/2004

Series 24

Date: 12/19/1999

Series 28

Date: 11/2/1999

Current Firm

BOUVEL INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOUVEL INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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