John Patrick Donovan

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

• 05/2014 → 05/2018
  Brother Rice
  Chicago, IL
• 05/2018 → 05/2022
  University Of Illinois
  Champaign, IL
• 05/2022 → 07/2022
  Hennessy & Roach P.C.
  Chicago, IL
• 08/2022 → 09/2022
  Unemployed
  Chicago, IL
• 09/2022 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 09/2022 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-30
• S63 Uniform Securities Agent State Law Examination
  2022-12-08

Other Names

• Jack Donovan