Griffin Bowes

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

• 05/2017 → 08/2017
  First Companies
  Grand Rapids, MI
• 04/2018 → 12/2019
  Watermark Properties
  Wheaton, IL
• 01/2020 → 03/2020
  First Trust Portfolios L.P.
  Wheaton, IL
• 06/2020 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 08/2016 → 05/2020
  Wheaton College
  Wheaton, IL
• 08/2020 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01