Joseph Ronald Belskis

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-09-11
• S63 Uniform Securities Agent State Law Examination
  2024-09-27

Other Names

• Joseph Belskis