JW
JW

Jonathan Wills

22 Years of Experience
Wheaton, IL
Broker

Jonathan Wills is a registered investment advisor, based in Wheaton, IL, with 22 years of industry experience.

Location

120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
First Trust Advisors LP
October 2015 - Present · 10 yrs 7 mos
First Trust Portfolios L.P.Broker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Invesco Advisers, INC.
February 2014 - October 2015 · 1 yr 8 mos
Invesco Distributors, INC.Broker
September 2006 - October 2015 · 9 yrs 1 mo
Alps Distributors, INC.Broker
June 2003 - September 2006 · 3 yrs 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.