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

Michael Scott Dejong

CFP®, CIMA®, CPWA®
INVESCO ADVISERS
Proper, TX
·CRD# 6182025·13 years experience

Professional Summary

Michael Scott Dejong, CFP®, CIMA®, CPWA®, who also goes by Michael Scott De Jong, Mike De Jong, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Proper, Texas and INVESCO DISTRIBUTORS, INC. located in Ponte Vedra Beach, Florida. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 66, SIE...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Scott De Jong, Mike De Jong

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · 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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CFP®
Certified Financial Planner
CIMA®
Certified Investment Management Analyst
CPWA®
Certified Private Wealth Advisor

Years of Experience

13 years in the financial services industry

Current & Past Employments

INVESCO ADVISERS, INC.·CRD# 105360
RIA
Proper, TX
February 25, 2014 - Present
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
Ponte Vedra Beach, FL
February 18, 2014 - Present
LARSON FINANCIAL SECURITIES, LLC·CRD# 152517
BD
Saint Louis, MO
May 14, 2013 - June 6, 2013

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · 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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · 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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · 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
(1/23/2023)
RR
Alaska
(1/23/2023)
RR
Arizona
(1/23/2023)
RR
Arkansas
(2/12/2018)
RR
California
(1/23/2023)
RR
Colorado
(1/23/2023)
RR
Connecticut
(1/23/2023)
RR
Delaware
(1/23/2023)
RR
District of Columbia
(1/23/2023)
RR
Florida
(1/23/2023)
RR
Georgia
(1/23/2023)
RR
Hawaii
(1/23/2023)
RR
Idaho
(1/23/2023)
RR
Illinois
(1/23/2023)
RR
Indiana
(1/23/2023)
RR
Iowa
(1/23/2023)
RR
Kansas
(1/23/2023)
RR
Kentucky
(1/23/2023)
RR
Louisiana
(5/25/2016)
RR
Maine
(1/23/2023)
RR
Maryland
(1/23/2023)
RR
Massachusetts
(1/23/2023)
RR
Michigan
(1/23/2023)
RR
Minnesota
(1/23/2023)
RR
Mississippi
(1/23/2023)
RR
Missouri
(1/23/2023)
RR
Montana
(1/23/2023)
RR
Nebraska
(1/23/2023)
RR
Nevada
(1/23/2023)
RR
New Hampshire
(1/23/2023)
RR
New Jersey
(1/23/2023)
RR
New Mexico
(1/23/2023)
RR
New York
(1/23/2023)
RR
North Carolina
(1/23/2023)
RR
North Dakota
(1/23/2023)
RR
Ohio
(1/23/2023)
RR
Oklahoma
(5/28/2019)
RR
Oregon
(1/23/2023)
RR
Pennsylvania
(1/23/2023)
RR
Puerto Rico
(1/23/2023)
RR
Rhode Island
(1/23/2023)
RR
South Carolina
(1/23/2023)
RR
South Dakota
(1/23/2023)
RR
Tennessee
(1/23/2023)
IAR
Texas
(2/25/2014)
RR
Texas
(5/25/2016)
RR
Utah
(1/23/2023)
RR
Vermont
(1/23/2023)
RR
Virgin Islands
(1/23/2023)
RR
Virginia
(1/23/2023)
RR
Washington
(1/23/2023)
RR
West Virginia
(1/23/2023)
RR
Wisconsin
(1/23/2023)
RR
Wyoming
(1/23/2023)

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 Feb 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2013About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Dejong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
MD
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required