Greg Jenkins
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Greg Jenkins, who also goes by Greg Spencer Jenkins, was a registered financial professional .
Greg is a previously registered financial professional and started their career in finance in 1992. Greg had worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 3, Series 7, Series 6, Series 24 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 18, 2013 - May 4, 2026
INVESCO ADVISERS, INC.
June 14, 2010 - May 4, 2026
INVESCO DISTRIBUTORS, INC.
August 8, 2007 - June 7, 2010
INVESCO CAPITAL MARKETS, INC.
March 17, 2003 - August 6, 2007
CHARLES SCHWAB & CO., INC.
April 14, 1997 - June 12, 2000
DEAM INVESTOR SERVICES, INC.
March 17, 1993 - January 23, 1997
INVESCO DISTRIBUTORS, INC.
May 1, 1992 - December 31, 1992
EQUITY SERVICES, INC.
Primary Firm SEC Registration
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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