Jordan Schroeder

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

• 03/2026 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 03/2026 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 06/2025 → 12/2025
  Ubs
  Naples, FL
• 02/2025 → 12/2025
  Troon
  Ave Maria, FL
• 11/2024 → 02/2025
  Ace Hardware
  Ave Maria, FL
• 05/2024 → 08/2024
  Pro-Tec
  Leipsic, OH
• 05/2023 → 08/2023
  Odot
  Ottawa, OH
• 05/2022 → 08/2022
  Brookhill Industries
  Ottawa, OH
• 11/2021 → 05/2022
  Smoke-E'S Bar And Grill
  Kalida, OH
• 05/2021 → 08/2021
  Brickner Constructions
  Ottawa, OH
• 05/2019 → 08/2020
  Moose Landing
  Ottawa, OH
• 03/2016 → 05/2019
  Unemployed
  Ottawa, OH
• 08/2020 → 05/2021
  Unemployed
  Ottawa, OH
• 08/2023 → 05/2024
  Unemployed
  Ottawa, OH
• 08/2022 → 05/2023
  Unemployed
  Ottawa, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-05
• S63 Uniform Securities Agent State Law Examination
  2024-07-13