Jace James Email & Phone Number

I’m Jace James with First Trust Portfolios L.P., a privately held investment management firm with offices in Wheaton, IL, Austin, TX and Nashville, TN. My partner, Kevin Wyrostek, and I represent our Structured Investments and Target Outcome ETF lineup in Oklahoma and Arkansas.Our consulting team also includes Darrin Hughes (Oklahoma) & JG Beckett (Arkansas) specializing in Exchange-Traded Funds and Joe Selvaggio covering UITs. We also offer specialized solutions in Mutual Funds, Variable Annuities, 401Ks and CEFs. Innovative Investment Solutions:Our history and focus is to offer innovative, high quality, cost-effective investment solutions to financial advisors. We consult with advisors to find the most relevant solutions based on market conditions, client objectives, time frame and risk tolerance.We partner with you:Where we separate our firm from average investment management firms is that we are an entrepreneurial, nimble, advisor-centric firm. We bring more to our financial advisor relationships than simply products. We work hard to help financial advisors achieve success by providing:- Timely market commentary and investment insights- Advisor practice management resources and training- Social media coaching and developmentEach advisor relationship is important to our team. We welcome the opportunity to discuss how First Trust can become a valuable partner for your business. Please start by reaching out to me at 405-323-3632 or jjames@ftportfolios.com

Listed skills include Microsoft Office, Teamwork, Management, Research, and 4 others.