Best Investors Account Sign in

Jason Louis Whitney

First Trust Advisors LP

Wheaton, IL

Claim This Profile
Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-05-04
  • IL RA
    APPROVED
    Since 2021-05-04

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
Nuveen Securities, Llc Chicago IL 05/2015 02/2020
Magnetar Capital, Llc Evanston IL 02/2020 11/2020
Quasar Distributors, Llc Milwaukee WI 02/2020 11/2020
First Trust Advisors L.P. Wheaton IL 04/2021 Present
First Trust Portfolios L.P. Wheaton IL 04/2021 Present
Garden Leave Chicago IL 11/2020 Present
  • 05/2015 → 02/2020
    Nuveen Securities, Llc
    Chicago, IL
  • 02/2020 → 11/2020
    Magnetar Capital, Llc
    Evanston, IL
  • 02/2020 → 11/2020
    Quasar Distributors, Llc
    Milwaukee, WI
  • 04/2021 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 04/2021 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 11/2020 → Present
    Garden Leave
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-01
  • S66 Uniform Combined State Law Examination
    2013-03-01
Other Names
  • Jason Whitney
  • Jason Louis Whitney

View on SEC IAPD

Other Firms

BOOSTER ASSET MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MONETTA FINANCIAL SERVICES INC

Other Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
JASON MICHAEL CRUMP
DAVID KEVIN SEITZER
NORMAN CHARLES GARNER
RANDY LEON FLOYD
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

More in Wheaton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor