Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | Jack E. Nelson(3) (68) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2005-10-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2006-05-19 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2007-05-10 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2008-05-08 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2009-05-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2010-06-11 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2011-05-16 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2012-06-14 | Jack E. Nelson. Mr. Nelson has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Nelson's experience in executive positions at a number of companies and as a member of several financial and investment industry organizations, his service as a Trustee of the funds in the Invesco fund complex and his experience serving as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | Jack E. Nelson(3) (68) Trustee President of Nelson Investment Planning Services, Inc. Trustee/Director/Managing General Partner of funds in the Fund Complex. Governance committee consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $173,290 total annual compensation. |
| 2006-05-19 | Jack E. Nelson(3) (70) Trustee President of Nelson Investment Planning Services, Inc. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: Jack E. Nelson $110,864 ... BOARD COMMITTEES AND MEETINGS: Governance committee consists of Messrs. Arch, Kerr and Nelson. |
| 2007-05-01 | Jack E. Nelson(3) (71) Trustee Trustee of President of Nelson Investment 73 Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2008-05-08 | Jack E. Nelson(3) (72) Trustee + President of Nelson Investment 74 Planning Services, Inc., a financial ... The governance committee consists of Messrs. Arch, Kerr and Nelson. ... Jack E. Nelson.......... (1) 121,944 105,000 208,601 |
| 2009-05-05 | Jack E. Nelson (73) 423 Country Club Drive Winter Park, FL 32789 Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. Trustee/Director/Managing General Partner of funds in the Fund Complex. Compensation Table shows total compensation including fund expenses, retirement benefits and estimated annual benefits totaling $437,826. Governance committee membership is mentioned. |
| 2010-06-11 | Jack E. Nelson (74) President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. Trustee/Managing General Partner of funds in the Fund Complex. |
| 2011-05-16 | Jack E. Nelson (75) 423 Country Club Drive Winter Park, FL 32789 Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. President of Nelson Ivest Brokerage Services Inc., a member of the Financial Industry Regulatory Authority ("FINRA"), Securities Investors Protection Corp. and the Municipal Securities Rulemaking Board. President of Nelson Sales and Services Corporation, a marketing and services company to support affiliated companies. Trustee/Managing General Partner of funds in the Fund Complex. |
| 2012-06-14 | Jack E. Nelson. Mr. Nelson has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Nelson's experience in executive positions at a number of companies and as a member of several financial and investment industry organizations, his service as a Trustee of the funds in the Invesco fund complex and his experience serving as a director of other investment companies benefits the Funds. Pursuant to the Board's Trustee retirement policy, Mr. Nelson is retiring from the Board effective as of the Meeting. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2005-10-05 | Jack E. Nelson(3) (69) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2006-05-19 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2007-05-10 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2008-05-08 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2009-05-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2010-06-11 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2011-05-16 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2012-07-03 | Mr. Nelson has been a member of the Board of one or more funds in the Invesco fund complex 2003... The Board believes that Mr. Nelson's experience in executive positions at a number of companies and as a member of several financial and investment industry organizations, his service as a Trustee of funds in the Invesco fund complex and his experience serving as a director of other investment companies benefits the Acquiring Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | Jack E. Nelson(3) (68) Trustee President of Nelson Investment Planning Services, Inc. Trustee/Director/Managing General Partner of funds in the Fund Complex. Governance committee consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $173,290 total compensation. |
| 2005-10-05 | Jack E. Nelson(3) (69) Trustee + President of Nelson Investment Planning Services, Inc. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... The governance committee consists of David C. Arch, Howard J Kerr and Jack E. Nelson. |
| 2008-05-08 | Jack E. Nelson(3) (72) Trustee President of Nelson Investment Planning Services, Inc. Governance committee member. Total compensation $208,601. |
| 2009-06-09 | Jack E. Nelson (73) 423 Country Club Drive Winter Park, FL 32789 Trustee Trustee since 2003 President of Nelson Investment Planning Services, Inc. Trustee/Director/Managing General Partner of funds in the Fund Complex. The governance committee consists of Messrs. Arch, Kerr and Nelson. Compensation Table shows Jack E. Nelson compensation from Fund Complex as $105,000 plus $721 from Fund and $124,295 pension. |
| 2010-06-11 | Jack E. Nelson (74) ... Trustee ... President of Nelson Investment Planning Services, Inc. ... Trustee/Managing General Partner of funds in the Fund Complex. ... The governance committee consists of Messrs. Arch, Kerr and Nelson. ... Compensation Table: Jack E. Nelson - $105,000 annual compensation. |
| 2011-05-16 | Jack E. Nelson (75) ... Trustee ... President of Nelson Investment Planning Services ... Trustee/Managing General Partner of funds in the Fund Complex ... governance committee ... 143,999 |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | Jack E. Nelson(3) (68) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2005-10-05 | Jack E. Nelson(3) (69) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2006-05-19 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2007-05-10 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2008-05-08 | Jack E. Nelson(3) (72) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2009-05-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2010-06-11 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2011-05-16 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | Jack E. Nelson(3) (68) Trustee President of Nelson Investment Planning Services. Trustee/Director/Managing General Partner of funds in the Fund Complex. Governance committee member. Total compensation $173,290. |
| 2005-10-05 | Jack E. Nelson(3) (69) Trustee + President of Nelson Investment 76 Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. President of Nelson Ivest Brokerage Services Inc., a member of the NASD, Securities Investors Protection Corp. and the Municipal Securities Rulemaking Board. |
| 2006-05-19 | Jack E. Nelson(3) (70) Trustee + President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. President of Nelson Ivest Brokerage Services Inc., a member of the NASD, Securities Investors Protection Corp. and the Municipal Securities Rulemaking Board. President of Nelson Sales and Services Corporation, a marketing and services company to support affiliated companies. |
| 2007-05-10 | Jack E. Nelson(3) (71) Trustee President of Nelson Investment Planning Services, Inc. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... Governance committee consists of Messrs. Arch, Kerr and Nelson. ... COMPENSATION TABLE: Jack E. Nelson $92,953. |
| 2008-05-08 | Jack E. Nelson(3) (72) Trustee President of Nelson Investment Planning Services, Inc. Governance committee member. Total compensation $208,601. |
| 2009-05-05 | Jack E. Nelson (73) 423 Country Club Drive Winter Park, FL 32789 Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. Governance committee member. Compensation Table shows total compensation including fund expenses $124,295, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2010-06-11 | Jack E. Nelson (74) President of Nelson Investment Planning Services, Inc. Trustee/Managing General Partner of funds in the Fund Complex. Member of the governance committee. |
| 2011-05-16 | Jack E. Nelson (75) ... Trustee ... President of Nelson Investment Planning Services ... Trustee/Managing General Partner of funds in the Fund Complex ... governance committee ... 143,999 |
| 2012-07-03 | Jack E. Nelson. Independent Trustee. Trustee of the Acquiring Fund. Member of the Governance Committee. Compensation: $7,074 from the Acquiring Fund, $95,000 from Fund Complex. Retiring. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2005-10-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2006-05-19 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2007-05-10 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2008-05-08 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2009-05-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2010-06-11 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2011-05-16 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2012-06-14 | Jack E. Nelson. Mr. Nelson has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Nelson's experience in executive positions at a number of companies and as a member of several financial and investment industry organizations, his service as a Trustee of the funds in the Invesco fund complex and his experience serving as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2005-10-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2006-05-19 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2007-05-10 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2008-05-08 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2009-05-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2010-06-11 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2011-05-16 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2012-06-14 | Jack E. Nelson. Mr. Nelson has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Nelson's experience in executive positions at a number of companies and as a member of several financial and investment industry organizations, his service as a Trustee of the funds in the Invesco fund complex and his experience serving as a director of other investment companies benefits the Funds. Pursuant to the Board's Trustee retirement policy, Mr. Nelson is retiring from the Board effective as of the Meeting. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-05-18 | Jack E. Nelson(3) (68) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2005-10-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2006-05-19 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. President of Nelson Ivest Brokerage Services Inc., a member of the NASD, Securities Investors Protection Corp. and the Municipal Securities Rulemaking Board. |
| 2007-05-10 | Jack E. Nelson(3) (71) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2008-05-08 | Jack E. Nelson(3) (72) Trustee President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2009-05-05 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
| 2010-06-11 | Jack E. Nelson (74) ... President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser. |
| 2011-05-16 | President of Nelson Investment Planning Services, Inc., a financial planning company and registered investment adviser in the State of Florida. |
Data sourced from SEC filings. Last updated: 2025-12-06