First Trust Portfolios L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
708
Avg account
$0

Firm details

Headquarters
Wheaton, Illinois
CRD number
28519
Registered since
June 20, 1991

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Jonathan Hall

    Compliance CoordinatorCRD 6564876

  • Robert Carey

    Robert Carey

    Chief Market StrategistCRD 1526435

  • Christian Jeppesen

    Christian Jeppesen

    Chief Of Advisory PracticesCRD 2774383

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Contacts

3 of 698
  • Ross Neuman

    Ross Neuman

    Client Services RepresentativeCRD 5677060

  • Ryan Bradley

    Ryan Bradley

    Vice PresidentCRD 5686222

  • Ashraff Enshiwat

    Ashraff Enshiwat

    Vice PresidentCRD 5690223

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth