John
Penney

Invesco Advisers, Inc

CRD#5168144
Investment Advisor
in New York, NY
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About this Advisor

John Penney is a chartered financial analyst who works in New York, New York, with 11 years in the industry. Penney is currently employed by Invesco Advisers, Inc. Penney has gained experience at Emerging Global Advisors LLC, Alliancebernstein Investments, Inc, Invesco Distributors, Inc and Credit Suisse Securities (Usa) LLC. Penney maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Invesco Advisers, Inc is a financial advisory company operating out of New York, New York. It has offices in 12 locations and a total of 2,786 advisors. It manages $472 billion in assets across its 21,628 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. The company has 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. Fees for financial management are based on which services the firm provides the client. Fees charged by Invesco Advisers, Inc may include asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 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

1166 Avenue Of The Americas 27Th Floor
New York, NY 10036

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

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

2,786

NY Average: 58
Total Number of Accounts

23,510

NY Average: 1,608
Average Account Size

$18,013,066

NY 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

John Penney Work History

John has 11 years of experience.

2017 - Present (2 years)

Invesco Distributors, Inc

2015 - 2017 (2 years)

Credit Suisse Securities (Usa) LLC

2009 - 2015 (6 years)

Emerging Global Advisors LLC

2007 - 2009 (2 years)

Alliancebernstein Investments, Inc

Disclosures

John Penney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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