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Jonathan Tyler Haspel

First Trust Advisors LP

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About Jonathan Tyler Haspel

Jonathan Tyler Haspel is a registered representative with First Trust Advisors LP, a company that manages investment portfolios. Jonathan has been active in the financial industry for several years and holds a Series 66 license and a Series 7TO license. His previous experience includes working with BlockFi and the National Basketball Association. Jonathan currently works in the Wheaton, IL branch of First Trust Advisors LP. His services include providing portfolio management for individuals, businesses, and investment companies. He has experience in specialized areas such as portfolio management for pooled investment vehicles.

Firm Information

Jonathan Haspel 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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Jonathan Haspel’s Registration & Firm History

IL

02/14/2025 - Present

First Trust Advisors LP (WHEATON IL)

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Licenses & Designations

BOTH

Issued 03/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Tyler Haspel.
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