Jennifer
Kim

Invesco Advisers, Inc

CRD#5377841
Investment Advisor
in Atlanta, GA

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About this Advisor

Jennifer Kim is a financial advisor based out of Atlanta, Georgia, with 8 years of relevant experience. Kim is on the advisory team at Invesco Advisers, Inc. Their career trajectory has included roles at Invesco Distributors, Inc, Pricewaterhousecoopers and Invesco Advisers, Inc. Kim has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Invesco Advisers, Inc is a business that has its headquarters in Atlanta, GA. The company has offices in 14 locations and a total of 3,060 advisors. It handles $738 billion in assets between its 32,911 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises six charities and foundations. The business has a wide set of services, including 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Invesco Advisers, Inc can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Office Location

1331 Spring Street Nw Suite 2500
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$738,307,405,774

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

3,060

GA Average: 58
Total Number of Accounts

32,911

GA Average: 1,608
Average Account Size

$22,433,454

GA Average: $2,220,225

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

Jennifer Kim Work History

Jennifer has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Invesco Distributors, Inc

2015 - Present (9 years)

Invesco Advisers, Inc

2010 - 2015 (5 years)

Pricewaterhousecoopers

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Kim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invesco Advisers, Inc

Derek Fin
New York, NY
Dominick Johnson
Atlanta, GA
Brett Boor
Downers Grove, IL
Timothy Mclaughlin
Downers Grove, IL
Donald Ponder
Atlanta, GA
Jett Fisher
Atlanta, GA
Justin Williams
Downers Grove, IL
Eric Fracasso
Huntington, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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