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Jake Brian Belski

First Trust Advisors LP

Lake Oswego, OR

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 2021-07-20
  • IL RA
    APPROVED
    Since 2021-07-20

Branch Locations

Lake Oswego, OR • United States

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 02/2018 Present
Bmo Harris Bank Chicago IL 08/2016 11/2016
Bmo Private Bank Milwaukee WI 02/2017 02/2018
Bmo Harris Bank Brookfield WI 11/2016 02/2017
Bank Of America, N.A. Minneapolis MN 10/2019 07/2021
First Trust Portfolios L.P. Wheaton IL 07/2021 Present
First Trust Advisors L.P. Wheaton IL 07/2021 Present
  • 02/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Minneapolis, MN
  • 08/2016 → 11/2016
    Bmo Harris Bank
    Chicago, IL
  • 02/2017 → 02/2018
    Bmo Private Bank
    Milwaukee, WI
  • 11/2016 → 02/2017
    Bmo Harris Bank
    Brookfield, WI
  • 10/2019 → 07/2021
    Bank Of America, N.A.
    Minneapolis, MN
  • 07/2021 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 07/2021 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-02
  • S66 Uniform Combined State Law Examination
    2019-12-02
Other Names
  • Jake Belski
  • Jake Brian Belski

View on SEC IAPD

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