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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 2020-01-06
  • IL RA
    APPROVED
    Since 2020-01-06

Branch Locations

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

San Jose, CA • 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
National Securities Corporation Lombard IL 07/2018 10/2018
National Securities Corporation Lomard IL 05/2018 10/2018
Classic Lanes Oshkosh WI 11/2017 05/2018
Northwestern Mutual Downers Grove IL 10/2017 02/2018
Premier Custom Products Oak Park IL 05/2017 08/2017
University Of Wisconsin Oshkosh WI 09/2014 05/2018
J.P. Morgan Securities Llc Chicago IL 12/2018 11/2019
Jpmorgan Chase Bank, N.A. Chicago IL 12/2018 11/2019
Unemployed Downers Grove IL 11/2018 11/2018
Vecorp Llc Tnt Training Oak Brook IL 05/2016 02/2018
University Of Wisconsin Oshkosh WI 08/2017 02/2018
First Trust Portfolios L.P. Wheaton IL 12/2019 Present
First Trust Advisors L.P. Wheaton IL 12/2019 Present
  • 07/2018 → 10/2018
    National Securities Corporation
    Lombard, IL
  • 05/2018 → 10/2018
    National Securities Corporation
    Lomard, IL
  • 11/2017 → 05/2018
    Classic Lanes
    Oshkosh, WI
  • 10/2017 → 02/2018
    Northwestern Mutual
    Downers Grove, IL
  • 05/2017 → 08/2017
    Premier Custom Products
    Oak Park, IL
  • 09/2014 → 05/2018
    University Of Wisconsin
    Oshkosh, WI
  • 12/2018 → 11/2019
    J.P. Morgan Securities Llc
    Chicago, IL
  • 12/2018 → 11/2019
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 11/2018 → 11/2018
    Unemployed
    Downers Grove, IL
  • 05/2016 → 02/2018
    Vecorp Llc Tnt Training
    Oak Brook, IL
  • 08/2017 → 02/2018
    University Of Wisconsin
    Oshkosh, WI
  • 12/2019 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 12/2019 → Present
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 2019-02-05
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    2019-02-05
Other Names
  • Jacob A Krejci
  • Jake Krejci
  • Jacob A Krejci

View on SEC IAPD

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