Jesse
Stackland-Winterer
First Trust Advisors Lp
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About this Advisor
Jesse Stackland-Winterer is a financial advisor based in Wheaton, Illinois, with 3 years of relevant experience. Stackland-Winterer works at First Trust Advisors Lp. During their career, the advisor has held roles at Putnam Retail Management, Oppenheimerfunds, Invesco Distributors, Inc, First Trust Portfolios L.P and First Trust Advisors L.P. Stackland-Winterer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. First Trust Advisors Lp is a registered investment business based out of Wheaton, IL. The investment advisory business has offices in two locations and a total of 637 people on staff. It controls $191 billion in total assets across its 3,143 client accounts, making it one of the largest firms in the country by assets under management. First Trust Advisors Lp offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees usually vary depending on the services. However, fees charged by First Trust Advisors Lp likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Jesse Stackland-Winterer Work History
Jesse has been registered as a financial advisor for 3 years.*
First Trust Portfolios L.P
First Trust Advisors L.P
Invesco Distributors, Inc
Oppenheimerfunds
Putnam Retail Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jesse Stackland-Winterer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Trust Advisors Lp
Wheaton, IL
Wheaton, IL
Austin, TX
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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