Best Investors Account Sign in
Inactive

Jordan Schroeder

First Trust Advisors LP

Wheaton, IL

Naples, FL

Claim This Profile
Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-16
IL RA APPROVED 2026-04-09
  • FL RA
    APPROVED
    Since 2026-04-16
  • IL RA
    APPROVED
    Since 2026-04-09

Branch Locations

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

9130 Galleria Court Suite 202, Naples, FL 34109 • 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 03/2026 Present
First Trust Advisors L.P. Wheaton IL 03/2026 Present
Ubs Naples FL 06/2025 12/2025
Troon Ave Maria FL 02/2025 12/2025
Ace Hardware Ave Maria FL 11/2024 02/2025
Pro-Tec Leipsic OH 05/2024 08/2024
Odot Ottawa OH 05/2023 08/2023
Brookhill Industries Ottawa OH 05/2022 08/2022
Smoke-E'S Bar And Grill Kalida OH 11/2021 05/2022
Brickner Constructions Ottawa OH 05/2021 08/2021
Moose Landing Ottawa OH 05/2019 08/2020
Unemployed 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
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2024-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2024-07-13

View on SEC IAPD

Other Firms

BOOSTER ASSET MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MONETTA FINANCIAL SERVICES INC

Other Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
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

More in Wheaton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor