Dmarte Arafiles
Investment adviser representative at First Trust Advisors LP
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- First Trust Advisors L.P.Oct 2022 to now
- First Trust Portfolios L.P.Oct 2022 to now
- J.P. Morgan Institutional Investments Inc.Apr 2021 to Sep 2022
- J.P. Morgan Investment Management Inc.Apr 2021 to Sep 2022
- Foreside Fund Services, LLCMay 2020 to Mar 2021
- Innovator Capital Management, LLCMar 2020 to Jan 2021
- J.P. Morgan Securities LLCDec 2019 to Mar 2020
- JPMorgan Chase Bank, N.A.Dec 2019 to Mar 2020
- Whole Foods MarketJun 2019 to Jul 2019
- LululemonMar 2019 to Jan 2021
- Wheaton College Athletic DepartmentAug 2018 to May 2019
- GallagherMay 2018 to Aug 2018
- Wheaton College Public SafetyAug 2016 to May 2019
- Valley Christian SchoolsJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7168946
- Firm CRD
- 107027