Unclaimed
Andrew Jahns is an investment advisor representative with First Trust Advisors LP in WHEATON, IL. Andrew has been in the industry since 2011. Andrew has passed the Series 63 and 66, and the Series 7 and SIE exams. Andrew has been registered with the state of Illinois since 2015. Andrew was previously registered with FIRST TRUST PORTFOLIOS L.P. in WHEATON, IL from 2011 to 2013.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
08/21/2015 - Present
First Trust Advisors LP (WHEATON IL)
IL
06/16/2011 - 02/11/2013
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BOTH
Issued 08/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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