Jonathan Edwards
Portfolio Manager-Equities at Invesco Advisers, Inc.
Profile
Mr. Jonathan P.
Edwards, CFA MBA, is a Senior Portfolio Manager at Invesco Advisers, Inc. He was promoted to his current roles in 2018.
He joined the firm in 2001 as a corporate associate, working with various fund managers throughout the firm.
Since 2002, he has worked with Invesco’s US Value Equities group.
He was promoted to portfolio manager in 2008 and served in that role for the mid-cap value product until 2010.
He has served as portfolio manager of the small-cap value product since 2010 and the multi-cap value product since 2015.
Mr. Edwards entered the financial industry in 1993 as a credit analyst for Bank of America.
He earned a BS degree in economics, summa cum laude, from Texas A&M University and an MBA from the McCombs School of Business at The University of Texas at Austin.
He is a CFA charter holder.
Jonathan Edwards active positions
| Companies | Position | Start |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Portfolio Manager-Equities | 2007-12-31 |
Former positions of Jonathan Edwards
| Companies | Position | End |
|---|---|---|
| INVESCO PLC (CAN) | Corporate Officer/Principal | 2001-12-30 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Training of Jonathan Edwards
| Texas A&M University | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| INVESCO PLC (CAN) | Finance |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 1 |
|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
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