James
East
First Trust Advisors Lp
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About this Advisor
James East is a financial advisor based in Noblesville, Indiana, who has 11 years of relevant experience. East currently works for First Trust Advisors Lp. They have spent the entirety of their career at First Trust Advisors Lp. East holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. First Trust Advisors Lp is an advisory company that has its headquarters in Wheaton, IL. The firm has offices in two locations and a total of 637 advisors. It handles $191 billion in assets under management across its 3,143 accounts, placing it among the largest firms in the United States by assets under management. First Trust Advisors Lp performs a wide range 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 typically depend on the services. However, fees billed by First Trust Advisors Lp can consist of any combination 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
James East Work History
James has been registered as a financial advisor for 11 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 James East 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
Wheaton, IL
Austin, TX
Austin, TX
Rockaway Park, NY
Wheaton, IL
Eagle, ID
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