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Joseph Ronald Belskis

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 2025-09-12
  • IL RA
    APPROVED
    Since 2025-09-12

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
Diamond Hill Capital Management, Inc. Columbus OH 07/2024 08/2025
Foreside Financial Services, Llc Columbus OH 09/2024 08/2025
Renu Property Management Carmel IN 01/2024 05/2024
Noble Consulting Indianapolis IN 05/2023 07/2023
Fitzmark, Llc. Indianapolis IN 05/2022 07/2022
Butler University Indianapolis IN 07/2023 01/2024
Butler University Indianapolis IN 07/2022 05/2023
Butler University Indianapolis IN 08/2020 07/2022
Metea Valley Hs & Neuqua Valley Hs Naperville IL 08/2016 06/2020
First Trust Portfolios L.P. Wheaton IL 09/2025 Present
First Trust Advisors L.P. Wheaton IL 09/2025 Present
  • 07/2024 → 08/2025
    Diamond Hill Capital Management, Inc.
    Columbus, OH
  • 09/2024 → 08/2025
    Foreside Financial Services, Llc
    Columbus, OH
  • 01/2024 → 05/2024
    Renu Property Management
    Carmel, IN
  • 05/2023 → 07/2023
    Noble Consulting
    Indianapolis, IN
  • 05/2022 → 07/2022
    Fitzmark, Llc.
    Indianapolis, IN
  • 07/2023 → 01/2024
    Butler University
    Indianapolis, IN
  • 07/2022 → 05/2023
    Butler University
    Indianapolis, IN
  • 08/2020 → 07/2022
    Butler University
    Indianapolis, IN
  • 08/2016 → 06/2020
    Metea Valley Hs & Neuqua Valley Hs
    Naperville, IL
  • 09/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 09/2025 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
Other Names
  • Joseph Belskis

View on SEC IAPD

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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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