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Jesse Thomas Stackland-Winterer

First Trust Advisors LP

Wheaton, IL

Charleston, SC

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-12-17
  • IL RA
    APPROVED
    Since 2020-12-17

Branch Locations

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Charleston, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Retail Management Andover MA 08/2007 09/2017
Oppenheimerfunds New York NY 09/2017 05/2019
Invesco Distributors, Inc. Houston TX 05/2019 08/2020
First Trust Portfolios L.P. Wheaton IL 08/2020 Present
First Trust Advisors L.P. Wheaton IL 08/2020 Present
  • 08/2007 → 09/2017
    Putnam Retail Management
    Andover, MA
  • 09/2017 → 05/2019
    Oppenheimerfunds
    New York, NY
  • 05/2019 → 08/2020
    Invesco Distributors, Inc.
    Houston, TX
  • 08/2020 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 08/2020 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-15
S63 Uniform Securities Agent State Law Examination 2007-11-20
  • S65 Uniform Investment Adviser Law Examination
    2015-12-15
  • S63 Uniform Securities Agent State Law Examination
    2007-11-20
Other Names
  • Jesse T. Stackland-Winterer
  • Jesse T. Stackland-Winterer
  • Jesse Winterer

View on SEC IAPD

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BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
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