Jeffrey Scott
Jeffrey Scott is a CFA-designated registered investment advisor at First Trust Advisors LP, based in Wheaton, IL, with 31 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 5,731 clients with $310B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by strategy, ranging from 0.00% to 1.00% annually depending on the specific separately managed account strategy chosen.
Fee Estimator
Location
120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187
Get directionsHistory
Regulatory History (1)
Criminal
April 1987Employment History
Current Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Van Kampen Funds INC.Broker
State Farm Vp Management CORP.Broker
Van Kampen Funds INC.Broker
Everen Securities, INC.Broker
Van Kampen Merritt INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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