James E. Steinkamp
Professional summary
James Edward Steinkamp, who also goes by James E Steinkamp II, James E Steinkamp, Jay Steinkamp, James Edward Steinkamp Ii, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Colleyville, Texas and INVESCO DISTRIBUTORS, INC. located in Breckenridge, Colorado.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. James has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Edward Steinkamp's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2019 - Present
INVESCO ADVISERS, INC.
December 5, 2019 - Present
INVESCO DISTRIBUTORS, INC.
February 4, 2019 - October 1, 2019
LORD, ABBETT & CO. LLC
January 30, 2019 - October 1, 2019
LORD ABBETT DISTRIBUTOR LLC
August 18, 2010 - October 15, 2018
ALLSPRING FUNDS MANAGEMENT, LLC
August 18, 2010 - October 15, 2018
ALLSPRING FUNDS DISTRIBUTOR, LLC
May 27, 2009 - July 27, 2010
MSI FINANCIAL SERVICES, INC.
November 13, 2008 - July 27, 2010
WALNUT STREET SECURITIES, INC.
November 13, 2008 - July 27, 2010
TOWER SQUARE SECURITIES, INC.
November 13, 2008 - July 27, 2010
NEW ENGLAND SECURITIES
November 13, 2008 - July 27, 2010
MSI FINANCIAL SERVICES, INC.
September 1, 2005 - January 24, 2008
VAN KAMPEN ADVISORS INC
March 15, 2004 - January 24, 2008
INVESCO CAPITAL 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.
