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Jason Andrew Campisi

Invesco Distributors, Inc.

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About Jason Andrew Campisi

Jason Campisi is a financial advisor with Invesco Distributors, Inc.. Jason has been in the financial industry since February 18, 2000. Jason holds the Series 7, Series 31 and Series 63 licenses. Jason is registered to provide investment advice in 53 states. Prior to joining Invesco Distributors, Inc., Jason was an advisor at OppenheimerFunds Distributor, Inc., Lazard Asset Management Securities LLC, Unified Financial Securities, Inc., Fred Alger & Company, Incorporated, DWS Investments Distributors, Inc and UBS Financial Services Inc.

Firm Information

Jason Campisi is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Jason Campisi’s Registration & Firm History

NY

05/25/2019 - Present

Invesco Distributors, Inc. (NEW YORK NY)

NY

04/06/2017 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

11/13/2013 - 02/17/2017

LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)

IN

05/31/2011 - 11/01/2013

UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)

NY

01/28/2010 - 03/23/2011

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

IL

09/22/2004 - 01/14/2010

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

NJ

09/22/1999 - 09/10/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 09/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 09/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Andrew Campisi.
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