Greg Jenkins

INVESCO ADVISERS

Dallas, TX 75201

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CRD#: 2231711

Professional summary

Greg Jenkins, who also goes by Greg Spencer Jenkins, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Dallas, Texas and INVESCO DISTRIBUTORS, INC. located in Dallas, Texas.

Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Greg has 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

Are you a "fiduciary"?

Yes

Aliases

Greg Spencer Jenkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) DEFINED CONTRIBUTION REAL ESTATE COUNCIL; NOT INVESTMENT RELATED; 215 E. RIDGEWOOD AVENUE, SUITE 201, RIDGEWOOD, NJ 07450; TO PROMOTE THE INCLUSION OF INVESTMENTS IN DIRECT COMMERCIAL REAL ESTATE AND REAL ESTATE SECURITIES WITHIN DEFINED CONTRIBUTION PLANS IN ORDER TO IMPROVE PARTICIPANT OUTCOMES BY FURTHERING EDUCATION ABOUT, ADVOCACY FOR, AND BEST PRACTICES OF SUCH INVESTMENTS.; COMMITTEE MEMBER; START: 01/2017; 01HR/MO, NOT DURING TRADING HOURS; THE COMMITTEE'S GOAL IS TO SET THE RESEARCH AGENDA AND HELP EDUCATE PLAN SPONSORS ON THE BENEFITS REAL ESTATE IN DC PORTFOLIOS. (2) DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION (DCIIA); NOT INVESTMENT RELATED; 2025 M STREET, SUITE 800, WASHINGTON, DC 20036; AFFINITY GROUP FOR INVESTMENT MANAGERS; GLOBAL DC COMMITTEE, INVESTMENT POLICY COMMITTEE; START: 08/2017; 01HR/MO NOT DURING TRADING HOURS: PARTICIPATE IN CALLS AND MEETINGS, OCCASIONAL RESEARCH PROJECTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Jenkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 18, 2013 - Present

INVESCO ADVISERS, INC.

Office #1: 2300 N. Field St. Suite 1200, Dallas, TX 75201

RIA

CRD#: 105360

Dallas, TX

Current

June 14, 2010 - Present

INVESCO DISTRIBUTORS, INC.

Office #1: 2300 N. Field St. Suite 1200, Dallas, TX 75201

CRD#: 7369

Dallas, TX

Past

August 8, 2007 - June 7, 2010

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

DALLAS, TX

Past

March 17, 2003 - August 6, 2007

CHARLES SCHWAB & CO., INC.

CRD#: 5393

DALLAS, TX

Past

April 14, 1997 - June 12, 2000

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Past

March 17, 1993 - January 23, 1997

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Past

May 1, 1992 - December 31, 1992

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESCO ADVISERS, INC.

INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.

CRD#: 105360 / SEC#: 801-33949

RIA

Registered Investment Advisory firm - (12/30/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/16/2010)

Alaska
(6/21/2010)

Arizona
(8/10/2010)

Arkansas
(7/16/2010)

California
(6/15/2010)

Colorado
(6/15/2010)

Connecticut
(6/15/2010)

Delaware
(7/16/2010)

District of Columbia
(7/16/2010)

Florida
(7/21/2010)

Georgia
(1/7/2011)

Hawaii
(7/21/2010)

Idaho
(6/15/2010)

Illinois
(6/15/2010)

Indiana
(6/22/2010)

Iowa
(6/21/2010)

Kansas
(6/15/2010)

Kentucky
(6/14/2010)

Louisiana
(7/1/2010)

Maine
(6/15/2010)

Maryland
(6/15/2010)

Massachusetts
(6/15/2010)

Michigan
(6/21/2010)

Minnesota
(6/22/2010)

Mississippi
(7/6/2010)

Missouri
(6/15/2010)

Montana
(7/16/2010)

Nebraska
(7/1/2010)

Nevada
(6/25/2010)

New Hampshire
(6/23/2010)

New Jersey
(7/21/2010)

New Mexico
(7/20/2010)

New York
(7/26/2010)

North Carolina
(6/14/2010)

North Dakota
(6/18/2010)

Ohio
(6/15/2010)

Oklahoma
(6/28/2010)

Oregon
(6/15/2010)

Pennsylvania
(6/15/2010)

Puerto Rico
(6/15/2010)

Rhode Island
(6/15/2010)

South Carolina
(6/15/2010)

South Dakota
(6/21/2010)

Tennessee
(7/15/2010)

Texas
(6/21/2010)

IAR

Texas
(10/18/2013)

Utah
(6/15/2010)

Vermont
(7/16/2010)

Virgin Islands
(7/29/2010)

Virginia
(6/14/2010)

Washington
(6/14/2010)

West Virginia
(11/4/2010)

Wisconsin
(6/22/2010)

Wyoming
(6/14/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/6/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/22/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/18/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/27/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/22/2017

General Securities Principal Examination

Principal/Supervisory Exam

Series 30

Date: 3/30/2012

NFA Branch Manager Examination

SRO Registrations

FINRA

Current Firm

INVESCO ADVISERS, INC.

INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.

CRD#: 105360 / SEC#: 801-33949

RIA

Registered Investment Advisory firm - (12/30/1988 Approved)

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Contact information

Main Address

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309

Mailing Address

11 Greenway Plaza Suite 1000, Houston, TX 77046

Phone number

(404) 892-0896

Established

Firm type

Fiscal year end

# of Employees

2,872

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESCO ADVISERS, INC. FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
09/27/2024	Cover Page	Report
10/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Greg Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO DISTRIBUTORS, INC.

INVESCO CAPITAL MARKETS, INC.

CHARLES SCHWAB & CO., INC.

DEAM INVESTOR SERVICES, INC.

INVESCO DISTRIBUTORS, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

INVESCO ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/2003

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 12/22/2011

Series 7

Date: 9/18/1996

Series 6

Date: 4/27/1992

Series 24

Date: 8/22/2017

Series 30

Date: 3/30/2012

FINRA

Current Firm

INVESCO ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INVESCO ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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