Jesse Taishi De Groat
Investment Adviser Representative at Invesco Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jesse Taishi De Groat is an investment adviser representative with Invesco Advisers, Inc. in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 – Jan 2024Jacksonville, FL
- Bruster's Real Ice CreamMay 2020 – Dec 2022Jacksonville, FL
- CEC EntertainmentFeb 2019 – Aug 2021Jacksonville, FL
- Mandarin High SchoolAug 2017 – Jun 2021Jacksonville, FL
- Mandarin Middle SchoolAug 2014 – Jun 2017Jacksonville, FL
- Florida State College at JacksonvilleAug 2021 – Jul 2022Jacksonville, FL
- Merrill EdgeAug 2022 – Dec 2022Jacksonville, FL
- InvescoJan 2026 – no end date reportedAtlanta, GA
- Cardinal Group CompaniesApr 2024 – May 2025Tallahassee, FL
- UBSJun 2025 – Aug 2025Weehawken, NJ
- The Gold ExchangeJun 2025 – Jan 2026Tallahassee, FL
- Florida State UniversityJan 2024 – Dec 2025Tallahassee, FL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Invesco Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Firm account minimum
- $50,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investing primarily in stabilized, income-oriented commercial real estate in the United States across sectors including healthcare, office, multifamily, industrial, self-storage, retail, and student housing.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Atlanta, GA
- SEC file number:
- 801-33949
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Invesco Advisers, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesse Taishi De Groat has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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