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 FINTRX’s snapshot as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The profile indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. FINTRX does not populate client-base, fee-structure, or advisory-activities fields for this entity, so publicly reported detail about target clients, how fees are assessed, and the firm’s advisory offerings is limited. The firm is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the FINTRX snapshot.
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 10Jonathan Hall
Compliance CoordinatorCRD 6564876

Robert Carey
Chief Market StrategistCRD 1526435

Christian Jeppesen
Chief Of Advisory PracticesCRD 2774383
Contacts
3 of 698Ross Neuman
Client Services RepresentativeCRD 5677060

Ryan Bradley
Vice PresidentCRD 5686222

Ashraff Enshiwat
Vice PresidentCRD 5690223
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
Similar firms
Advantage Securities LLC
Broker-DealerChicago, IL
First Analysis Securities Corporation
Broker-DealerChicago, IL
Coda Markets, Inc.
Broker-DealerWilmette, IL
Ariel Distributors, LLC
Broker-DealerChicago, IL
Loop Capital Markets LLC
Broker-DealerChicago, IL
Bates Securities, Inc.
Broker-DealerRockford, IL