Jonathan Hall, financial advisor Wheaton IL

Jonathan Hall

CRD Number: 6564876
Current Firm: First Trust Advisors LP

Jonathan Hall (CRD# 6564876) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 3 years of experience in the finance industry.

Similar Advisors
Randy Kurtz, financial advisor Wheaton IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Wheaton IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Wheaton IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Sep 2015 - Current 6
First Trust Advisors LP Wheaton, IL Sep 2015 - Current 6
Nissan Of St. Charles St. Charles, IL Mar 2015 - Jul 2015 < 1
Unemployed West Chicago, IL Nov 2014 - Mar 2015 < 1
Chicago Marketing Inc. Oakbrook Terrace, IL Oct 2014 - Nov 2014 < 1
Bare And Hatchet Wheaton, IL Jul 2013 - Oct 2014 1
Self-employed Minneapolis, MN Nov 2011 - Jul 2013 1
College Pro Painters Richfield, MN Aug 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan A. Hall
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    171,578
    MILLIONS
  • Total Number of Accounts
    3,306
    ACCOUNTS
  • Average Account Value
    $51,898,972
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.