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Jay Jones

Invesco Advisers, Inc.

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About Jay Jones

Jay Jones is an investment advisor representative who has been in the industry since 2008. Jay Jones is currently registered with Invesco Advisers, Inc. Jay Jones is licensed to provide investment advice in Texas. Prior to working with Invesco Advisers, Inc., Jay Jones worked at Chase Investment Services Corp. Jay Jones offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Jay Jones is also licensed to provide investment advisory services to Canadian registered mutual funds and manages portfolios for private funds.

Firm Information

Jay Jones 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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Jay Jones’s Registration & Firm History

CO

07/11/2016 - Present

Invesco Advisers, Inc. (Denver CO)

IL

06/27/2008 - 06/07/2010

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/02/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2010

Series 7 - General Securities Representative Examination

BC

Issued 06/26/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Jones.
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