Jean-Philippe Bouchard has been an investment adviser representative at Giverny Capital Advisors since October 2015, and is not listed among the firm’s executive officers or direct owners.
Giverny Capital Advisors LLC is a Princeton, NJ firm with $421M under management, 190 clients and 2 advisers in one office, as of its March 2026 filing.
Jean-Philippe Bouchard’s longest registration is the current one, 11 years at Giverny Capital since 2015.
- Giverny Capital AdvisorsCurrent– present · 11 yearsPrinceton, NJ · Adviser representative · Firm CRD 150123
- Giverny CapitalAlso current– present · 11 yearsMontreal · Adviser representative · Firm CRD 130640
Investment adviser representative registrations
Jean-Philippe Bouchard is registered as an investment adviser representative in 2 states. The first approvals date from September 2015; the most recent is California, in February 2023.
- CaliforniaSince 10 February 2023
- FloridaSince 17 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2015 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5872436
- Firm
- Giverny Capital Advisors · CRD 150123
- Office
- 182 NASSAU STREET, SUITE 201, Princeton, NJ 08542
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jean-Philippe Bouchard work?
Jean-Philippe Bouchard is an investment adviser representative registered through Giverny Capital Advisors LLC since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jean-Philippe Bouchard a financial advisor?
Yes. Jean-Philippe Bouchard has a current investment-adviser registration in California and Florida, through Giverny Capital Advisors since October 2015.
How many years of experience does Jean-Philippe Bouchard have?
Jean-Philippe Bouchard has 11 years in the financial industry, since September 2015, across 2 adviser firms.
What exams has Jean-Philippe Bouchard passed?
Jean-Philippe Bouchard passed the Series 65 in August 2015.
Where is Jean-Philippe Bouchard based?
Jean-Philippe Bouchard’s registered office is in Princeton, NJ.
Is Jean-Philippe Bouchard registered with FINRA?
No. Jean-Philippe Bouchard has no current broker registration.
How can I verify Jean-Philippe Bouchard’s record?
Search CRD 5872436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jean-Philippe Bouchard’s full registration record.