Jean Pierre Bouvel
Bouvel Investment Partners · Phoenixville, Pennsylvania
Jean Pierre Bouvel is a fee-only financial advisor at Bouvel Investment Partners in Phoenixville, Pennsylvania. Bouvel Investment Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bouvel Investment Partners |
|---|---|
| Based in | Phoenixville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $374.4M across 758 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 1016538 |
| Exams passed | Series 63 (1981) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bouvel.com |
How Jean Pierre's firm compares
- Bouvel Investment Partners's average account is about $494,000, from its Form ADV (assets managed divided by 758 accounts).
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Questions about Jean Pierre
Is Jean Pierre Bouvel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean Pierre holds no broker registration, and Bouvel Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean Pierre charge for financial advice?
Jean Pierre's firm, Bouvel Investment Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jean Pierre Bouvel based?
Jean Pierre Bouvel is based in Phoenixville, Pennsylvania.
Is Jean Pierre Bouvel registered with the SEC?
Yes. Jean Pierre Bouvel is registered as an investment adviser representative in PA and TX (CRD 1016538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bouvel Investment Partners manage?
Bouvel Investment Partners reports $374.4M across 758 accounts in assets under management.
How do I contact Jean Pierre Bouvel?
Through Jean Pierre's website, www.bouvel.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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