Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Todd Wills is a financial advisor at First Trust Advisors LP, a firm that specializes in investment management. Jonathan has been a financial advisor since 2003, and has a broad base of experience in the industry. Jonathan is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Jonathan is also registered with the state of Illinois as a Registered Representative (RR) and as an Investment Advisor Representative (IAR). He currently holds the Series 7, Series 24, and Series 66 licenses. Jonathan's professional experience includes working with firms such as Invesco Distributors, Inc., ALPS Distributors, Inc., and First Trust Portfolios LP. Jonathan specializes in providing investment advisory services to individuals, businesses, and institutions. He is committed to providing his clients with the highest level of service and expertise.
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
10/13/2015 - Present
First Trust Advisors LP (WHEATON IL)
IL
09/18/2006 - 10/12/2015
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
06/24/2003 - 09/18/2006
ALPS DISTRIBUTORS, INC. (WHEATON IL)
BOTH
Issued 02/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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