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John-gordon Stewart Beckett

Investment adviser representative at First Trust Advisors LP
16 yearsExperience
2 statesRegistered in
$309.2BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. First Trust Advisors L.P.Jul 2024 to now
  2. First Trust Portfolios L.P.Jul 2024 to now
  3. Ael Financial Services, LLCNov 2023 to Jul 2024
  4. American Equity Investment Life Insurance CompanyJan 2023 to Jul 2024
  5. Brighthouse Securities, LLCMar 2017 to Jan 2023
  6. MetlifeOct 2010 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

First Trust Advisors LP

$309.2BAssets managed
5,731Clients
606Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5859763
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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