Kent Caleb Larson

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

• 06/2020 → 08/2020
  First Trust Portfolios L.P.
  Wheaton, IL
• 12/2020 → 01/2021
  First Trust Portfolios L.P.
  Wheaton, IL
• 06/2021 → 08/2021
  First Trust Portfolios L.P.
  Wheaton, IL
• 02/2022 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 08/2014 → 06/2018
  Wheaton Warrenville South Highschool
  Wheaton, IL
• 09/2018 → 02/2022
  University Of Illinois Urbana-Champaign
  Champaign, IL
• 02/2022 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-03-31

Other Names

• Caleb Larson