John Thomas Forester

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

• 02/2024 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 02/2024 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 06/2021 → 04/2023
  At&T
  Dallas, TX
• 08/2017 → 05/2021
  University Of Iowa
  Iowa City, IA
• 05/2020 → 08/2020
  White Deer Run Golf Course
  Vernon Hills, IL
• 11/2019 → 05/2020
  Rise At Riverfront Crossings
  Iowa City, IA
• 06/2019 → 08/2019
  Specialist Staffing Group
  Chicago, IL
• 09/2014 → 08/2018
  White Deer Run Golf Course
  Vernon Hills, IL
• 08/2013 → 06/2017
  Vernon Hills High School
  Vernon Hills, IL
• 04/2022 → 05/2026
  Men On Melrose Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-01-11

Other Names

• Jack Thomas Forester