MJ
Marie H. Jordon
INVESCO ADVISERS
ATLANTA, GA 30309
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CRD#: 4042988
MJ
Professional summary
Marie Helen Jordon is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Atlanta, Georgia and INVESCO DISTRIBUTORS, INC. located in Houston, Texas.
Marie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Marie has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
ST. MARTIN'S EPISCOPAL CHURCH JOY OF GIVING MARKET; NOT INVESTMENT RELATED; 717 SAGE RD, HOUSTON, TX 77056, USA; RELIGIOUS ORGANIZATION. THE JOY OF GIVING MARKET PROCEEDS HELP FUND OUTREACH ACTIVITIES. ST. MARTINS OUTREACH HELPS PARTNER AGENCIES CONCERNED WITH THE WELFARE OF HOUSTON'S MOST DISADVANTAGED; SOCIAL MEDIA CHAIR. I WILL BE RUNNING THE SOCIAL MEDIA (FACEBOOK AND INSTAGRAM) ACCOUNTS FOR THE JOY OF GIVING MARKET; START: 01/2025; 01-05HRS/MO, 30MIN-01HRS DURING TRADING HRS; I WILL BE POSTING ON FACEBOOK & INSTAGRAM FROM THE EXISTING JOY OF GIVING ACCOUNTS TO CREATE AWARENESS FOR & PUBLICIZE THE MARKET, VENDORS, SPONSORS, IMPORTANT DATES/TIMES, ETC. THIS WILL PRIMARILY OCCUR FROM AUGUST- MID OCTOBER, THOUGH COMMITTEE MEETINGS BEGIN IN JANUARY. I WILL NOT BE USING MY PERSONAL SOCIAL MEDIA ACCOUNTS FOR THIS PROJECT.
CRS (Client Relationship Summary) - RIA
Click below to view Marie Helen Jordon's 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®
NoneExperience
Current
January 1, 2010 - Present
INVESCO ADVISERS, INC.
Office #1: 1555 Peachtree Street, N.e., Atlanta, GA 30309RIA
CRD#: 105360
ATLANTA, GA
Current
December 9, 1999 - Present
INVESCO DISTRIBUTORS, INC.
Office #1: 11 Greenway Plaza Suite 1000, Houston, TX 77046-1173BD
CRD#: 7369
Houston, TX
Past
October 4, 2006 - January 1, 2010
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.
RIA
CRD#: 109264
HOUSTON, TX
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(12/22/1999)
IAR
Texas(1/1/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (12/30/1988 Approved)Upgrade to AdvisorCheck Premium
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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)
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
