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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gilbert Donaldson is an investment advisor representative with First Trust Advisors LP. John is a licensed advisor in Illinois and Tennessee. John's investment advisory career began in 2021. Before joining First Trust Advisors LP, John worked with Jackson National Life Distributors LLC. John is a graduate of Sewanee: University of the South and is a member of the SIE, Series 63, Series 65 and Series 7. John is currently registered with First Trust Advisors LP. John's firm, First Trust Advisors LP, specializes in providing portfolio management services for businesses, individuals, investment companies and pooled investment vehicles.
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
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2
IL
01/24/2024 - Present
First Trust Advisors LP (WHEATON IL)
TN
06/18/2021 - 12/15/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 01/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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