Connor Jackson Williams

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

• 12/2025 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 12/2025 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 06/2024 → 12/2025
  Barfield Wealth Management
  Oxford, MS
• 11/2023 → 05/2024
  Spring Street Cigars
  Oxford, MS
• 08/2020 → 05/2024
  University Of Mississippi
  Oxford, MS
• 04/2018 → 08/2023
  Inverness Golf Club
  Inverness, IL
• 08/2016 → 05/2020
  Fremd High School
  Palatine, IL
• 05/2022 → 08/2022
  Trident Manufacturing
  Elgin, IL
• 05/2023 → 08/2023
  Equity Building Financial
  Arlington Heights, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-27