First Trust Portfolios L.P.
Firm details
- Headquarters
- Wheaton, Illinois
- CRD number
- 28519
- Registered since
- June 20, 1991
- Website
- www.ftportfolios.com
Firm profile
FINTRXOverview
First Trust Portfolios L.P. is organized as a partnership and is classified in the dataset as an investment bank. The firm’s SEC registration dates to 1991 and its ownership is listed as a domestic entity with individual ownership interest. FINTRX flags indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. The profile also notes it is not designated a multi-state adviser, is not newly formed, and is not recorded as a pension consultant or related adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10
Brian Wesbury
Chief EconomistCRD 1893956
James Bowen
President and CEOCRD 1123316
Christian Jeppesen
Chief Of Advisory PracticesCRD 2774383
Contacts
3 of 698
Elizabeth Bull
Customer ServiceCRD 2170670
Connor McCarthy
Internal WholesalerCRD 8181865
Jonathan Nellemann
Client Services RepresentativeCRD 6707278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wheaton, IL
Du Page
Location
Wheaton, IL
Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 120 E Liberty Dr
- Time zone
- CT (UTC-6)
- Office locations
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