Jason
Perry

Invesco Advisers, Inc

CRD#6078275
Investment Advisor
in Atlanta, GA
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About this Advisor

Jason Perry is a chartered financial analyst working out of Atlanta, Georgia, who has been in the advisory business for 16 years. Perry is an employee of Invesco Advisers, Inc. During their career, the advisor has held roles at Major League Baseball, Invesco Distributors, Inc, Greater Georgia Sports Officials, N/A, Georgia Tech Athletic Association, Dugout Club, Georgia Institute Of Technology and Invesco Advisers, Inc. Perry has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Invesco Advisers, Inc is a firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 12 locations and a total of 2,786 financial advisors. It manages $472 billion in assets between its 21,628 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises eight charitable organizations. Invesco Advisers, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules typically vary depending on the type of financial services offered. However, fee types charged by Invesco Advisers, Inc may include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

GA Average: $3,570,121,308
Total Number of Employees

2,786

GA Average: 58
Total Number of Accounts

23,510

GA Average: 1,608
Average Account Size

$18,013,066

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Jason Perry Work History

Jason has 16 years of experience.

2012 - Present (7 years)

Invesco Distributors, Inc

2012 - 2012 (0 years)

N/A

2012 - Present (7 years)

Invesco Advisers, Inc

2010 - 2011 (1 years)

Georgia Institute Of Technology

2009 - 2012 (3 years)

Greater Georgia Sports Officials

2009 - 2011 (2 years)

Georgia Tech Athletic Association

2006 - 2009 (3 years)

Dugout Club

2002 - 2010 (8 years)

Major League Baseball

Disclosures

Jason Perry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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