Best Investors Account Sign in

John Gilbert Donaldson

First Trust Advisors LP

Wheaton, IL

Franklin, TN

Claim This Profile
Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-24
TN RA APPROVED 2024-01-24
  • IL RA
    APPROVED
    Since 2024-01-24
  • TN RA
    APPROVED
    Since 2024-01-24

Branch Locations

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

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • 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
Jackson National Life Distributors Llc Franklin TN 05/2021 12/2023
Ptc Therapeutics Inc. South Plainfield NJ 07/2020 04/2021
Camp Kieve Nobleboro ME 06/2016 08/2018
Irving Levin Associates Norwalk CT 06/2019 08/2019
Sewanee: University Of The South Sewanee TN 08/2016 05/2020
First Trust Portfolios L.P. Wheaton IL 12/2023 Present
First Trust Advisors L.P. Wheaton IL 12/2023 Present
  • 05/2021 → 12/2023
    Jackson National Life Distributors Llc
    Franklin, TN
  • 07/2020 → 04/2021
    Ptc Therapeutics Inc.
    South Plainfield, NJ
  • 06/2016 → 08/2018
    Camp Kieve
    Nobleboro, ME
  • 06/2019 → 08/2019
    Irving Levin Associates
    Norwalk, CT
  • 08/2016 → 05/2020
    Sewanee: University Of The South
    Sewanee, TN
  • 12/2023 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 12/2023 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-23
S63 Uniform Securities Agent State Law Examination 2021-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-01-23
  • S63 Uniform Securities Agent State Law Examination
    2021-07-02
Other Names
  • John Donaldson
  • Jake Donaldson

View on SEC IAPD

Other Firms

BOOSTER ASSET MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MONETTA FINANCIAL SERVICES INC

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

More in Wheaton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor