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Johnathan Nein Wilhelm

First Trust Advisors LP

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About Johnathan Nein Wilhelm

Johnathan Nein Wilhelm is a financial advisor with over 30 years of experience in the industry. Johnathan Wilhelm is currently registered with First Trust Advisors LP in Wheaton, Illinois. Johnathan Wilhelm's previous experience includes roles with PERFORMANCE TRUST CAPITAL PARTNERS, LLC, NUVEEN INVESTMENTS, LLC, and VAN KAMPEN FUNDS INC.. Johnathan Wilhelm specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Johnathan Wilhelm is also qualified to provide portfolio management for businesses. Johnathan Wilhelm is a registered representative with FINRA and a registered investment advisor. Johnathan Wilhelm holds the Series 63, 65, 7 and SIE licenses.

Firm Information

Johnathan Wilhelm 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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Johnathan Wilhelm’s Registration & Firm History

IL

09/16/2013 - Present

First Trust Advisors LP (WHEATON IL)

IL

03/09/2011 - 09/06/2013

PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)

IL

05/02/2000 - 12/20/2010

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

TX

01/20/1996 - 08/19/1999

VAN KAMPEN FUNDS INC. (HOUSTON TX)

TX

01/23/1990 - 08/03/1994

VAN KAMPEN MERRITT INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 03/08/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Johnathan Nein Wilhelm.
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