Jennifer Wellins
Professional summary
Jennifer Wellins, CIMA®, who also goes by Jennifer Ann Wellins, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in New York, New York and INVESCO DISTRIBUTORS, INC. located in New York, New York.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jennifer has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Wellins's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2023 - Present
INVESCO ADVISERS, INC.
Office #1: 225 Liberty Street Suite 4201, New York, NY 10281June 29, 2023 - Present
INVESCO DISTRIBUTORS, INC.
Office #1: 225 Liberty St 11th Floor, New York, NY 10281December 11, 2017 - April 13, 2023
NUVEEN ASSET MANAGEMENT, LLC
December 11, 2017 - April 13, 2023
NUVEEN SECURITIES, LLC
September 11, 2008 - November 8, 2016
CHARLES SCHWAB & CO., INC.
December 10, 2007 - November 8, 2016
CHARLES SCHWAB & CO., INC.
August 1, 2000 - February 20, 2004
CITIGROUP GLOBAL MARKETS INC.
April 19, 2000 - February 20, 2004
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current 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.
Check for any disclosures as part of your thorough research when choosing an advisor.
