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John Thomas Forester

First Trust Advisors LP

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About John Thomas Forester

John Thomas Forester is a registered investment advisor representative with First Trust Advisors LP, located in Wheaton, Illinois. John has been in the financial industry since 2024 and has worked for First Trust Advisors LP and First Trust Portfolios LP. John holds the Series 66, Series 7TO, and SIE licenses and is registered to conduct business in Illinois. John is also a co-host of a podcast called Men on Melrose LLC, a podcast based in Chicago, Illinois. John's specializations include financial planning, investment management, and portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

John Forester is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed fees per unit (uits) for portfolio supervisory services

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John Forester’s Registration & Firm History

IL

03/15/2024 - Present

First Trust Advisors LP (WHEATON IL)

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Licenses & Designations

BOTH

Issued 01/11/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Thomas Forester.
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