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James Edward Steinkamp

Invesco Advisers, Inc.

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About James Edward Steinkamp

James Edward Steinkamp is a financial advisor with Invesco Advisers, Inc. James Edward Steinkamp has been in the industry since 2005 and is registered with the state of Texas. James Edward Steinkamp has previously worked for Lord Abbett Distributor LLC, Wells Fargo Funds Distributor, LLC, MetLife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., and Van Kampen Funds Inc. James Edward Steinkamp specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

James Steinkamp is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Steinkamp’s Registration & Firm History

TX

12/05/2019 - Present

Invesco Advisers, Inc. (Colleyville TX)

NJ

01/30/2019 - 10/01/2019

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NC

08/18/2010 - 10/15/2018

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

MA

11/13/2008 - 07/27/2010

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/13/2008 - 07/27/2010

NEW ENGLAND SECURITIES (NEW YORK NY)

CA

11/13/2008 - 07/27/2010

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

11/13/2008 - 07/27/2010

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

IL

03/15/2004 - 01/24/2008

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 08/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward Steinkamp.
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