Julius Katz
Investment adviser representative at First Trust Advisors LP
13 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
13 years in the industry.
- First Trust Advisors L.P.Mar 2023 to now
- First Trust Portfolios L.P.Mar 2023 to now
- UnemployedDec 2022 to Mar 2023
- OracleJun 2022 to Dec 2022
- Auburn UniversityDec 2021 to Jun 2022
- US ArmyNov 2020 to Nov 2021
- Auburn UniversitySep 2020 to Nov 2020
- Auburn Campus RecMar 2019 to Aug 2020
- Auburn UniverityAug 2017 to Mar 2019
- LumtechMay 2017 to Aug 2017
- Zled LightingJan 2017 to May 2017
- Cherry Hill Hs EastSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
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
- 7710264
- Firm CRD
- 107027