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Jakob Heggeland

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 2022-08-13
  • IL RA
    APPROVED
    Since 2022-08-13

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
Dugan & Lopatka Cpas Warrenville IL 06/2019 11/2021
Taylor University Upland IN 08/2015 06/2019
Taylor University Upland IN 06/2016 08/2017
Tyndale House Publishers Carol Stream IL 05/2018 08/2018
Tyndale House Publishers Carol Stream IL 08/2017 08/2017
First Trust Portfolios Wheaton IL 11/2021 Present
  • 06/2019 → 11/2021
    Dugan & Lopatka Cpas
    Warrenville, IL
  • 08/2015 → 06/2019
    Taylor University
    Upland, IN
  • 06/2016 → 08/2017
    Taylor University
    Upland, IN
  • 05/2018 → 08/2018
    Tyndale House Publishers
    Carol Stream, IL
  • 08/2017 → 08/2017
    Tyndale House Publishers
    Carol Stream, IL
  • 11/2021 → Present
    First Trust Portfolios
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-13
  • S66 Uniform Combined State Law Examination
    2022-08-13
Other Names
  • Jake Heggeland

View on SEC IAPD

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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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