Role at Invesco Managed Accounts
- Title on Schedule A
- Chief Operating Officer
- Control
- Jordan Mixsell is a control person of Invesco Managed Accounts.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jordan Mixsell has held the filed role since March 2024.
The firm
Form ADV filed 29 June 2026
Career on record
Jordan Mixsell has been registered through Invesco Managed Accounts since November 2012.
- – present · 14 yearsSeattle, WA · Adviser representative · Firm CRD 154461
- Passed Series 65 · 2012
Registrations and exams
Jordan Mixsell has a current investment-adviser registration in Washington and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Washington | Investment adviser representative | Approved | 29 November 2012 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 November 2012 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jordan Elyse Mixsell
- CRD
- 6077505
- Registration status
- Investment adviser registration
- Office
- 1700 SEVENTH AVE, SUITE 1130, Seattle, WA 98101
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jordan Mixsell work?
Jordan Mixsell has been Chief Operating Officer of Invesco Managed Accounts, LLC since March 2024, and is a control person of the firm.
Is Jordan Mixsell a financial advisor?
Yes. Jordan Mixsell has a current investment-adviser registration in Washington, through Invesco Managed Accounts since November 2012, as of 18 October 2026.
How many years of experience does Jordan Mixsell have?
Jordan Mixsell has worked in the financial industry for 13 years as of 18 October 2026, counted from 28 November 2012, across 1 adviser firm.
What exams has Jordan Mixsell passed?
Jordan Mixsell passed the Series 65 in November 2012.
Where is Jordan Mixsell based?
Jordan Mixsell’s registered office is in Seattle, WA.
Leadership at Invesco Managed Accounts
- Laura DukesChief Executive Officer
- Tim BenzelHead of Fixed Income Smas and Vice President
- Edward BernhardtHead of Smas and Senior Vice President
- Nataliya FomenkoHead of Sma Client Service and Vice President
- Amy NazimiecChief Compliance Officer and Senior Vice President
- Tony WongPresident
- Mark GregsonChief Financial Officer
- Greg KetronTreasurer