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Li yan Jiang

Invesco Advisers, Inc.

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About Li yan Jiang

Li yan Jiang is an investment advisor representative with Invesco Advisers, Inc. Li yan Jiang has been in the industry since July 11, 2007. Li yan Jiang has a Series 6, Series 7, and Series 66 license and is registered in 53 states, District of Columbia, Puerto Rico and the Virgin Islands. Li yan Jiang is also a registered investment advisor representative in Texas. Li yan Jiang was previously registered with Foreside Fund Services, LLC and Blackrock Investments, LLC.

Firm Information

Li yan Jiang 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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Li yan Jiang’s Registration & Firm History

NJ

03/09/2020 - Present

Invesco Advisers, Inc. (Morristown NJ)

ME

09/05/2019 - 02/25/2020

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

CA

05/15/2012 - 08/03/2018

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

NJ

06/02/2006 - 05/14/2012

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 03/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2024

Series 24 - General Securities Principal Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Li yan Jiang.
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