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Marie Helen Jordon

Invesco Advisers, Inc.

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About Marie Helen Jordon

Marie Helen Jordon is a registered investment advisor representative with Invesco Advisers, Inc. Marie Jordon has been working in the financial services industry since 1999. Marie Jordon is registered in Texas and has been with Invesco Advisers, Inc. since 2010. Marie Jordon holds the following licenses: Series 6, Series 7, Series 63, and Series 66. Marie Jordon has a strong track record of providing investment advice to a variety of clients, including individuals, families, and businesses. Marie Jordon is committed to providing her clients with personalized investment advice and helping them achieve their financial goals.

Firm Information

Marie Jordon 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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Marie Jordon’s Registration & Firm History

GA

01/01/2010 - Present

Invesco Advisers, Inc. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marie Helen Jordon.
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