GJ
CFA
GJ
CFA

Greg Jenkins

30 Years of Experience
Dallas, TX
Broker

Greg Jenkins is a CFA-designated registered investment advisor at Invesco Advisers, INC., based in Dallas, TX, with 30 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

2300 N. Field St., Suite 1200, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Greg is a committee member of the Defined Contribution Real Estate Council and participates in the Defined Contribution Institutional Investment Association, dedicating minimal time to each. He is also the Co-President of DCREC, spending minimal time to facilitate meetings and work with industry organizations.

Employment History
Current Registrations
Invesco Advisers, INC.
October 2013 - Present · 12 yrs 7 mos
Invesco Distributors, INC.Broker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Van Kampen Funds INC.Broker
August 2007 - June 2010 · 2 yrs 10 mos
Charles Schwab & CO., INC.Broker
March 2003 - August 2007 · 4 yrs 5 mos
Scudder Investor Services, INC.Broker
April 1997 - June 2000 · 3 yrs 2 mos
Invesco Funds Group, INC.Broker
March 1993 - January 1997 · 3 yrs 10 mos
Equity Services, INC.Broker
May 1992 - December 1992 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Greg Jenkins - Financial Advisor | TrueAdvisor