Brian Jonathan Weichel

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

• 05/2018 → 06/2018
  Nrc Restoration Specialists
  Elmhurst, IL
• 12/2017 → 04/2018
  Barrister Title
  Chicago, IL
• 03/2015 → 12/2017
  Iloan Home Mortgage
  Chicago, IL
• 06/2018 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 06/2018 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Other Businesses

OTHER BUSINESS NAME: VISIONARY PARTNERS LLC. LOCATION: BRIELLE, NJ. NATURE OF BUSINESS: REAL ESTATE. POSITION OR TITLE: MANAGING MEMBER. RESPONSIBILITIES: NO DUTIES OR OBLIGATIONS. START DATE: FEB 07, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0. OTHER BUSINESS NAME: WEICHEL WORLDWIDE LLC. LOCATION: LINCROFT, NJ. NATURE OF BUSINESS: REAL ESTATE INVESTING AND CONSULTING. POSITION OR TITLE: CO-OWNER. RESPONSIBILITIES: REAL ESTATE INVESTING AND CONSULTING. START DATE: OCT 29, 2025. INVESTMENT-RELATED: YES. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-08