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Jacob Michael Rhoads

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 2026-07-21
  • IL RA
    APPROVED
    Since 2026-07-21

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
First Trust Portfolios L.P. Wheaton IL 06/2026 Present
First Trust Advisors L.P. Wheaton IL 06/2026 Present
Kenosha Christian Life Kenosha WI 08/2013 05/2018
Kenosha Country Club Kenosha WI 05/2018 08/2018
Wheaton College Wheaton IL 08/2017 05/2021
Oakfire Pizza Kenosha WI 06/2021 08/2021
Shepherd Staff Wheaton IL 08/2021 06/2026
  • 06/2026 → Present
    First Trust Portfolios L.P.
    Wheaton , IL
  • 06/2026 → Present
    First Trust Advisors L.P.
    Wheaton , IL
  • 08/2013 → 05/2018
    Kenosha Christian Life
    Kenosha, WI
  • 05/2018 → 08/2018
    Kenosha Country Club
    Kenosha, WI
  • 08/2017 → 05/2021
    Wheaton College
    Wheaton, IL
  • 06/2021 → 08/2021
    Oakfire Pizza
    Kenosha, WI
  • 08/2021 → 06/2026
    Shepherd Staff
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
S63 Uniform Securities Agent State Law Examination 2026-02-21
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21
  • S63 Uniform Securities Agent State Law Examination
    2026-02-21

View on SEC IAPD

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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

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