James Davidson East

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

• 06/2012 → Present
  First Trust Portfolios L.P.
  Wheaton, IL

Other Businesses

OTHER BUSINESS NAME: MADISON'S RESERVE LLC. LOCATION: N/A. NATURE OF BUSINESS: BEE KEEPING & CONSULTING. POSITION OR TITLE: BEE-KEEPER & CONSULTANT. RESPONSIBILITIES: ASSIST IN DEVELOPING BUSINESS STRATEGY AND MARKETING. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 2 TOTAL/NONE DURING MARKET HOURS. OTHER BUSINESS NAME: CROSSFIT WESTFIELD. LOCATION: 520 INDUSTRIAL DRIVE, SUITE D, CARMEL, IN 46032. NATURE OF BUSINESS: FITNESS GYM. POSITION OR TITLE: GYM OWNER. RESPONSIBILITIES: OVERSEEING OVERALL GYM STRATEGY. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/DURING MARKET HOURS): 8 TOTAL/NONE DURING MARKET HOURS. OTHER BUSINESS NAME: THUNDER CAPITAL LLC. LOCATION: CHARLOTTE, NC. NATURE OF BUSINESS: PURCHASE AND OPERATE SMALL COMPANIES. POSITION OR TITLE: MEMBER. RESPONSIBLITIES: NONE. START DATE: FEB 20, 2026. INVESTMENT-RELATED: YES. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-14