James
Steinkamp

Invesco Advisers, Inc

CRD#4666770
Investment Advisor
in Colleyville, TX

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About this Advisor

James Steinkamp is a financial advisor who works out of Colleyville, Texas with a total of 4 years of relevant experience. Steinkamp is currently employed by Invesco Advisers, Inc. Steinkamp has gained experience at Wells Fargo Funds Distributor, LLC, Lord Abbett & Co and Invesco Distributors Inc. Steinkamp maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Texas. Invesco Advisers, Inc is a registered investment firm headquartered in Atlanta, GA. The investment advisory business has offices in 14 locations and a total of 3,060 advisors. It controls $738 billion in total assets among its 32,911 accounts, placing it among the largest firms in the nation by assets under management. The firm serves six charities and foundations. The firm 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 management fees usually are based on which services the firm provides the client. Fees charged by Invesco Advisers, Inc can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Colleyville, TX

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$738,307,405,774

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

3,060

TX Average: 58
Total Number of Accounts

32,911

TX Average: 1,608
Average Account Size

$22,433,454

TX 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

James Steinkamp Work History

James has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Invesco Distributors Inc

2018 - 2019 (1 year)

Lord Abbett & Co

2010 - 2018 (8 years)

Wells Fargo Funds Distributor, LLC

*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 James Steinkamp 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

Eric Larsen
Dallas, TX
John Daniel
Atlanta, GA
Adam Gebler
San Rafael, CA
Jett Fisher
Atlanta, GA
Timothy Mclaughlin
Downers Grove, IL
Brett Boor
Downers Grove, IL
Justin Williams
Downers Grove, IL
Gregory Seals
Atlanta, GA

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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