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Jennifer Wellins

Invesco Advisers, Inc.

New York, NY

CRD 4168563

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Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

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

Current Employers
Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-30
  • TX RA
    APPROVED_RES
    Since 2023-06-30

Branch Locations

225 Liberty Street 11Th Floor, New York, NY 10281 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc San Francisco CA 06/2007 11/2016
Unemployed San Francisco CA 11/2016 11/2017
Nuveen Securities, Llc New York NY 11/2017 03/2023
Nuveen Asset Management, Llc Chicago IL 11/2017 03/2023
Invesco New York NY 06/2023 Present
  • 06/2007 → 11/2016
    Charles Schwab & Co., Inc
    San Francisco, CA
  • 11/2016 → 11/2017
    Unemployed
    San Francisco, CA
  • 11/2017 → 03/2023
    Nuveen Securities, Llc
    New York, NY
  • 11/2017 → 03/2023
    Nuveen Asset Management, Llc
    Chicago, IL
  • 06/2023 → Present
    Invesco
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-20
S65 Uniform Investment Adviser Law Examination 2000-07-12
S63 Uniform Securities Agent State Law Examination 2000-05-08
  • S66 Uniform Combined State Law Examination
    2008-08-20
  • S65 Uniform Investment Adviser Law Examination
    2000-07-12
  • S63 Uniform Securities Agent State Law Examination
    2000-05-08
Other Names
  • Jennifer Ann Wellins

View on SEC IAPD

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