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Jennifer Wellins

Invesco Advisers, Inc.

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About Jennifer Wellins

Jennifer Wellins is an investment advisor representative who has been in the industry since 2005. Jennifer is currently registered with Invesco Advisers, Inc. in Texas. Jennifer has been registered with various firms in the past including Nuveen Securities, LLC and Charles Schwab & Co., Inc.. Jennifer is also registered in 53 states and Puerto Rico.

Firm Information

Jennifer Wellins 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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Jennifer Wellins’s Registration & Firm History

NY

06/30/2023 - Present

Invesco Advisers, Inc. (New York NY)

IL

12/11/2017 - 04/13/2023

NUVEEN SECURITIES, LLC (CHICAGO IL)

CA

12/10/2007 - 11/08/2016

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

NY

04/19/2000 - 02/20/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/20/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Wellins.
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