Jeffrey
Krogh

First Trust Advisors Lp

CRD#3021749
Investment Advisor
in Wheaton, IL

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About this Advisor

Jeffrey Krogh is a financial advisor operating out of Wheaton, Illinois with 8 years of industry experience. Krogh works at First Trust Advisors Lp. Over the course of their career, they have held roles at First Trust Advisors L.P and First Trust Portfolios L.P. Krogh holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. First Trust Advisors Lp is an advisory firm that has its headquarters in Wheaton, IL. The company has offices in two locations and a total of 637 financial advisors. It has $191 billion in total assets between its 3,143 client accounts, making it one of the largest firms in the United States by assets under management. First Trust Advisors Lp provides a number 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. Financial management fees vary depending on the type of financial services provided. Fee types charged by First Trust Advisors Lp can consist of asset-based and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

120 E. Liberty Drive Suite 400
Wheaton, IL 60187

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$190,452,000,000

IL Average: $6,674,516,078
Total Number of Employees

637

IL Average: 44
Total Number of Accounts

3,143

IL Average: 2,564
Average Account Size

$60,595,609

IL Average: $2,603,165

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

Jeffrey Krogh Work History

Jeffrey has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

First Trust Advisors L.P

2015 - Present (9 years)

First Trust Portfolios L.P

*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 Jeffrey Krogh 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

Jonathon Digiovanni
Wheaton, IL
Mitchell Seebach
Wheaton, IL
Estefania Gorman
Austin, TX
Evan Singley
Wheaton, IL
Andrew Jahns
Wheaton, IL
John Mcguckin
Wheaton, IL
Eric Montanari
Wheaton, IL
Nicholas Laskowsky
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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