Jake Farley Dinkel

First Trust Advisors LP

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Current Employers

First Trust Advisors Lp

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-10-05

IL RA
APPROVED

Since 2021-10-05

Branch Locations

Brookhaven, GA • United States

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

Organization	City	State	From	To
Local Roots Landscaping	North Versailles	PA	01/2016	08/2018
Florida Atlantic University	Irwin	PA	09/2018	02/2019
Northwestern Mutual Life Insurnace Company	Milwaukee	WI	02/2019	07/2020
Norhtwestern Mutual Investment Services Llc	Boca Raton	FL	07/2020	01/2021
Oppenheimer & Co. Inc	Sarasota	FL	01/2021	09/2021
First Trust Portfolios L.P.	Wheaton	IL	10/2021	Present
First Trust Advisors L.P.	Wheaton	IL	10/2021	Present

01/2016 → 08/2018

Local Roots Landscaping

North Versailles, PA
09/2018 → 02/2019

Florida Atlantic University

Irwin, PA
02/2019 → 07/2020

Northwestern Mutual Life Insurnace Company

Milwaukee, WI
07/2020 → 01/2021

Norhtwestern Mutual Investment Services Llc

Boca Raton, FL
01/2021 → 09/2021

Oppenheimer & Co. Inc

Sarasota, FL
10/2021 → Present

First Trust Portfolios L.P.

Wheaton, IL
10/2021 → Present

First Trust Advisors L.P.

Wheaton, IL

Previous Registrations

2021-06-22 → 2021-09-27

Oppenheimer & Co. Inc.

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-10

S66 Uniform Combined State Law Examination

2021-05-10

Other Names

Jake Dinkel
Jake Dinkel
Jake Falrey Dinkel

View on SEC IAPD

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