Jonathan Robert Hootman

Employer firm

First Trust Advisors LP CRD 107027

$309B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 04/2017
  Rsm
  Chicago, IL
• 04/2017 → 06/2017
  Unemployed
  Chicago, IL
• 06/2017 → 06/2018
  Univar
  Downers Grove, IL
• 06/2018 → 08/2022
  Brilliant Staffing
  Chicago, IL
• 08/2022 → Present
  First Trust Portfoliols L.P.
  Wheaton, IL
• 08/2022 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-07-23

Other Names

• Jon R Hootman