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Jordan Roberts

First Trust Advisors LP

Wheaton, IL

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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 2021-10-04
  • IL RA
    APPROVED
    Since 2021-10-04

Branch Locations

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • 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
Foreside Fund Services, Llc Wheaton IL 03/2020 02/2021
Innovator Capital Management, Llc Wheaton IL 02/2020 02/2021
Danial's, Inc. Aurora IL 06/2019 12/2019
Crossfit Exemplify Yorkville IL 01/2017 06/2019
Northern Illinois University Dekalb IL 01/2017 05/2018
Crossfit Oswego Oswego IL 06/2014 12/2016
First Trust Portfolios L.P. Wheaton IL 08/2021 Present
First Trust Advisors L.P. Wheaton IL 08/2021 Present
Illinois Fence Company Orland Park IL 02/2021 08/2021
  • 03/2020 → 02/2021
    Foreside Fund Services, Llc
    Wheaton, IL
  • 02/2020 → 02/2021
    Innovator Capital Management, Llc
    Wheaton, IL
  • 06/2019 → 12/2019
    Danial's, Inc.
    Aurora, IL
  • 01/2017 → 06/2019
    Crossfit Exemplify
    Yorkville, IL
  • 01/2017 → 05/2018
    Northern Illinois University
    Dekalb, IL
  • 06/2014 → 12/2016
    Crossfit Oswego
    Oswego, IL
  • 08/2021 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 08/2021 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 02/2021 → 08/2021
    Illinois Fence Company
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
S63 Uniform Securities Agent State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2021-10-04
  • S63 Uniform Securities Agent State Law Examination
    2020-02-14

View on SEC IAPD

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Other Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
JASON MICHAEL CRUMP
DAVID KEVIN SEITZER
NORMAN CHARLES GARNER
RANDY LEON FLOYD
Julie Marie Cunningham
Nicole Lea Ayers

Other Offices

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
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL

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