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John Mark Zerr

INVESCO CAPITAL MANAGEMENT LLC·DOWNERS GROVE, Illinois
Unclaimed Profile
3500 LACEY ROAD, DOWNERS GROVE, IL 60515CRD# 2792416Firm CRD# 125601
01

About

John Mark Zerr is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with INVESCO CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
INVESCO CAPITAL MANAGEMENT LLC
INVESCO CAPITAL MANAGEMENT LLC
AUM
$545.5B
Regulatory assets under management
Employees
220
Total firm employees
View all advisors at INVESCO CAPITAL MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: UNITARY FEES
Regulatory
SEC/IARD CRD# 2792416
Firm CRD# 125601
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Mark Zerr offer?
John Mark Zerr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are John Mark Zerr's credentials?
John Mark Zerr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Mark Zerr located?
John Mark Zerr is based in DOWNERS GROVE, Illinois, working with INVESCO CAPITAL MANAGEMENT LLC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.
How does John Mark Zerr charge for services?
John Mark Zerr's firm is compensated through percentage of aum, other: unitary fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESCO CAPITAL MANAGEMENT LLC?
INVESCO CAPITAL MANAGEMENT LLC has approximately 220 employees and manages $545.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DOWNERS GROVE
Bradley Andrew Schaffnit — VERTEX PLANNING PARTNERS, LLCJaco Jordaan — OPUS FINANCIAL SOLUTIONS LLCSteven Mark Massoni — INVESCO INVESTMENT ADVISERS LLCAnna Paglia — INVESCO CAPITAL MANAGEMENT LLCGary Kevin Wendler — INVESCO INVESTMENT ADVISERS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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