Jennifer Wellins is a registered investment advisor at Invesco Advisers, INC., based in New York, NY, with 20 years of industry experience. Jennifer 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
225 Liberty Street, 11th Floor, New York, NY, 10281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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