Jesse Taishi De groat
Investment adviser representative at Invesco Advisers, Inc.
12 yearsExperience
1 stateRegistered in
$749.5BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Invesco Advisers, Inc.Feb 2026 to now
- InvescoJan 2026 to now
- The Gold ExchangeJun 2025 to Jan 2026
- UBSJun 2025 to Aug 2025
- Cardinal Group CompaniesApr 2024 to May 2025
- Florida State UniversityJan 2024 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Jan 2024
- Merrill EdgeAug 2022 to Dec 2022
- Florida State College At JacksonvilleAug 2021 to Jul 2022
- Bruster's Real Ice CreamMay 2020 to Dec 2022
- Cec EntertainmentFeb 2019 to Aug 2021
- Mandarin High SchoolAug 2017 to Jun 2021
- Mandarin Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Invesco Advisers, Inc.
$749.5BAssets managed
82,498Clients
194Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7589416
- Firm CRD
- 105360