AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JH

Jerry Clinton Harris Ii

INVESCO ADVISERS
ATLANTA, GA
·CRD# 3275064·27 years experience

Professional Summary

Jerry Clinton Harris II, who also goes by Clint Harris, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Atlanta, Georgia and INVESCO DISTRIBUTORS, INC. located in New York, New York. Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jerry has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Clint Harris

Blog Corner

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
View profile
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

INVESCO ADVISERS, INC.·CRD# 105360
RIA
1555 Peachtree Street, N.e., Atlanta, GA 30309
January 1, 2010 - Present
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
225 Liberty St 11th Floor, New York, NY 10281
August 27, 2002 - Present
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.·CRD# 109264
RIA
Houston, TX
March 28, 2005 - January 1, 2010
GPC SECURITIES, INC.·CRD# 14007
BD
Atlanta, GA
August 18, 1999 - August 6, 2002

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Current Firm

IA
INVESCO ADVISERS, INC.

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

CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - SEC (12/30/1988 Approved)

Contact Information

Main Address

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309

Mailing Address

11 Greenway Plaza Suite 110, Houston, TX 77046

Phone Number

(404) 892-0896

# of Employees

2,804

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESCO ADVISERS, INC. FIRM BROCHURE (6/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

82,498

AUM (Assets Under Management)

$749,518,786,407

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025Cover PageReport
09/27/2024Cover PageReport
10/27/2023Cover PageReport

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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".
IA
INVESCO ADVISERS, INC.

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

CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/31/2014)
RR
Alaska
(1/31/2014)
RR
Arizona
(1/31/2014)
RR
Arkansas
(1/31/2014)
RR
California
(1/31/2014)
RR
Colorado
(1/31/2014)
RR
Connecticut
(1/31/2014)
RR
Delaware
(1/31/2014)
RR
District of Columbia
(1/31/2014)
RR
Florida
(1/31/2014)
RR
Georgia
(1/31/2014)
RR
Hawaii
(1/31/2014)
RR
Idaho
(1/31/2014)
RR
Illinois
(1/31/2014)
RR
Indiana
(1/31/2014)
RR
Iowa
(1/31/2014)
RR
Kansas
(1/31/2014)
RR
Kentucky
(1/31/2014)
RR
Louisiana
(1/31/2014)
RR
Maine
(1/31/2014)
RR
Maryland
(1/31/2014)
RR
Massachusetts
(1/31/2014)
RR
Michigan
(1/31/2014)
RR
Minnesota
(1/31/2014)
RR
Mississippi
(1/31/2014)
RR
Missouri
(1/31/2014)
RR
Montana
(1/31/2014)
RR
Nebraska
(1/31/2014)
RR
Nevada
(1/31/2014)
RR
New Hampshire
(1/31/2014)
RR
New Jersey
(1/31/2014)
RR
New Mexico
(1/31/2014)
RR
New York
(11/19/2004)
RR
North Carolina
(1/31/2014)
RR
North Dakota
(1/31/2014)
RR
Ohio
(1/31/2014)
RR
Oklahoma
(1/31/2014)
RR
Oregon
(1/31/2014)
RR
Pennsylvania
(1/31/2014)
RR
Puerto Rico
(1/31/2014)
RR
Rhode Island
(1/31/2014)
RR
South Carolina
(1/31/2014)
RR
South Dakota
(1/31/2014)
RR
Texas
(8/27/2002)
IAR
Texas
(1/1/2010)
RR
Utah
(1/31/2014)
RR
Vermont
(1/31/2014)
RR
Virgin Islands
(1/31/2014)
RR
Virginia
(1/31/2014)
RR
Washington
(1/31/2014)
RR
West Virginia
(1/31/2014)
RR
Wisconsin
(1/31/2014)
RR
Wyoming
(1/31/2014)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1999About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Sep 2019About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Mar 2018About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Clinton Harris II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
JH
Follow Jerry
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required