Jonathan Andre Bouvier

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Rockefeller Financial Llc
  Boston, MA
• 02/2025 → 05/2025
  Rockefeller Financial Llc
  Saratoga Springs, NY
• 10/2024 → 12/2024
  Janney Montgomery Scott Llc
  Saratoga Springs, NY
• 06/2024 → 08/2024
  Paragon Communications
  Bolton, MA
• 06/2023 → 08/2023
  Paragon Communications
  Bolton, MA
• 05/2022 → 08/2022
  Paragon Communications
  Bolton, MA
• 01/2021 → 01/2022
  Bertucci's Italian Restaurant
  Westborough, MA
• 06/2018 → 08/2019
  Hopkinton Parks And Recreation
  Hopkinton, MA
• 09/2020 → 05/2021
  Pomfret School
  Pomfret, CT
• 08/2016 → 05/2020
  Saint John's High School
  Shrewsbury, MA
• 05/2020 → 09/2020
  Self-Employed
  Hopkinton, MA
• 09/2021 → 05/2022
  Skidmore College
  Saratoga Springs, NY
• 09/2022 → 05/2023
  Skidmore College
  Saratoga Springs, NY
• 09/2023 → 05/2024
  Skidmore College
  Saratoga Springs, NY
• 09/2024 → 05/2025
  Skidmore College
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21

Other Names

• Jonathan Bouvier