Rachel Claire Bonkowski

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:

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

Current Employers

Employment History

• 06/2017 → 03/2019
  Edward Jones
  St Louis, MO
• 07/2016 → 12/2016
  The Paul R. Thompson Group At Morgan Stanley
  Baton Rouge, LA
• 08/2014 → 05/2017
  Louisiana State University
  Baton Rouge, LA
• 04/2019 → 10/2024
  John Hancock
  Boston, MA
• 04/2019 → 10/2024
  John Hancock Funds, Inc.
  Boston, MA
• 10/2024 → Present
  Invesco
  Atlanta, GA

Previous Registrations

• 2019-04-11 → 2024-10-04
  John Hancock Investment Management Llc
  Tempe, AZ
  Boston, MA
  St. Louis, MO
  St. Louis, MO
  Chesterfiled, MO
• 2017-08-15 → 2019-03-14
  Edward Jones
  Gilbert, AZ
  Maryland Heights, MO
  New Iberia, LA
  St Louis, MO
  Apache Junction, AZ

Other Businesses

(1) FRANKENMUTH JAYCEES; NOT INVESTMENT RELATED; PO BOX 35, FRANKENMUTH, MI 48734, USA; VOLUNTEER; CHAIR OF VOLUNTEERS; START: 04/2025; 05HRS/MO, NOT DURING TRADING HOURS; I WILL BE IN CHARGE OF ORGANIZING VOLUNTEERS FOR FUNDRAISERS. (2) FATHER'S FINANCIAL POA ; NOT INVESTEMENT RELATED; PERSONAL; MANAGING ALL FINANCIAL AFFAIRS AND ACCOUNTS ON BEHALF OF MY FATHER; START: 02/2026; 10HRS/MO, NOT DURING TRADING HOURS; REPRESENT HIM ON ALL FINANCIAL MATTERS.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-12

Other Names

• Rachel Claire Lemaire