Jonathan Paul Henze

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

• 05/2026 → Present
  First Trust Portfolios L.P.
  Wheaton , IL
• 05/2026 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 09/2025 → 05/2026
  Salesforce
  San Francisco, CA
• 03/2024 → 08/2025
  Jamf
  Minneapolis, MN
• 08/2018 → 05/2022
  St Rita High School
  Chicago, IL
• 08/2022 → 12/2022
  Wabash College
  Crawfordsville , IN
• 01/2023 → 05/2023
  College Of Dupage
  Glen Ellyn, IL
• 05/2016 → 08/2018
  Unemployed
  Lemont, IL
• 07/2023 → 03/2024
  Signature Property Group
  Woodridge , IL

Exams

• S66 Uniform Combined State Law Examination
  2026-03-07