James Matthew Brecher
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James Matthew Brecher Email & Phone Number

Internal Wholesaler at First Trust
Location: Austin, Texas, United States 8 work roles 2 schools
1 work email found @ftportfolios.com 1 phone found area 630 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@ftportfolios.com
Direct phone (630) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
First Trust
Role
Internal Wholesaler
Location
Austin, Texas, United States
Company size
727 employees

Who is James Matthew Brecher? Overview

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Quick answer

James Matthew Brecher is listed as Internal Wholesaler at First Trust, a company with 727 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at ftportfolios.com, phone signal with area code 630, and a matched LinkedIn profile for James Matthew Brecher.

James Matthew Brecher previously worked as Assistant Vice President, Financial Solutions Advisor at Bank Of America and Regional Investment Consultant at Fidelity Investments. James Matthew Brecher holds Bachelor Of Science (Bs), Criminal Justice Studies from Arizona State University.

Company email context

Email format at First Trust

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{first_initial}{last}@ftportfolios.com
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AeroLeads found 1 current-domain work email signal for James Matthew Brecher. Compare company email patterns before reaching out.

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Profile bio

About James Matthew Brecher

I’m Matt Brecher with First Trust Portfolios, a privately held investment management firm headquartered in Wheaton, IL. My partner, Michael Darr, and I represent ETFs, SMAs & Mutual Funds in Atlanta, Northern and parts of Southern Georgia. What sets us apart from many investment management firms is that we are an entrepreneurial, nimble, advisor-centric firm. As we demonstrate every day through the excellent service we provide, each advisor relationship is important to us. We have a history of offering innovative, high quality, cost-effective investment solutions to financial advisors, and a reputation for delivering expert research and commentary.With the abundance of wholesalers competing for advisors’ loyalty, a high level wholesaling team must bring more to their financial advisor relationships than simply products. We work hard to help financial advisors achieve success by providing advisor practice management resources and training, including social media coaching and training.On behalf of our consulting team, we welcome you to take advantage of what we offer. Please start by reaching out to me at 630-517-7787 or MBrecher@ftportfolios.com.

Listed skills include Series 7, Series 63, Series 6, Mutual Funds, and 11 others.

Current workplace

James Matthew Brecher's current company

Company context helps verify the profile and gives searchers a useful next step.

First Trust
First Trust
Internal Wholesaler
wheaton, illinois, united states
Website
ftportfolios.com
Employees
727
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Company profile
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8 roles

James Matthew Brecher work experience

A career timeline built from the work history available for this profile.

Internal Wholesaler

Current
First Trust

Austin, Texas

Apr 2015 - Present

Assistant Vice President, Financial Solutions Advisor

Bank Of America

Austin, Texas Area

As a Financial Solutions Advisor I develop new investment and banking business through leads generated from internal partnering. Assess customer goals by conducting financial planning and financial review sessions with new or existing banking clients. I partner with multiple financial institutions to determine prudent and appropriate strategy to meet.

Jul 2014 - Apr 2015

Regional Investment Consultant

Fidelity Investments

Westlake Texas

Managing an advisor territory in both Michigan, and Ohio. Partnering with an external wholesaler in the field to develop and maintain relationships with clients/financial advisors, with the focus on building sales momentum in the mutual funds business.Provide market insight, investment product solutions to support sales stories and drive revenue for the.

Jan 2013 - Jul 2014

Internal Sales Representative

Fidelity Investments

Identify sales opportunities from brokers and financial advisors across the countryDeliver market and product insight, providing mutual fund, 401(k), and 529 solutions to financial advisors, driving revenue for the firm

Jul 2012 - Apr 2013

Vanguard Business Development Group/Client Relationship Executive

Vanguard

Scottsdale, AZ

Developed and managed book of business that averaged 75-90 individual clients made up of new and existing Vanguard investors. Transitioned clients’ self directed and actively managed investment assets of $100K - $1M from outside investment institutions to Vanguard. My focus is to position and maintain myself as single point of contact for clientele while.

Jan 2011 - Apr 2012

Vanguard Business Development Group/Client Relationship Specialist

Vanguard

Scottsdale, AZ

Maintained a client base investing up to $100K with Vanguard, while working in partnership with investment managers in developing an in-depth knowledge of clients and their unique service needs. Developed a liaison relationship with clientele while recognizing and uncovering opportunities for new Vanguard products and services needed to complete a proper.

Jul 2010 - Jan 2011

Vanguard Retail Services/Investment Consultant

Vanguard

Scottsdale, AZ

Specialized in provided guidance and education to clients to assist them while making significant financial decisions and transactions. Expert on retirment and non retirement investment products, including index and actively managed mutual funds and exchange traded funds (ETFs). Specialized in positioning the appropriate products and services to meet.

Aug 2008 - Jul 2010
Team & coworkers

Colleagues at First Trust

Other employees you can reach at ftportfolios.com. View company contacts for 727 employees →

LS Louis Siani Louis Siani Colleague at First Trust Douala V, Littoral, Cameroon, Cameroon View → BK Berk Kislal Berk Kislal Colleague at First Trust Greater Chicago Area, United States View → DP Daniel Pauscher Daniel Pauscher Colleague at First Trust Greater Chicago Area, United States View → JC Jack Conroy Jack Conroy Colleague at First Trust Wheaton, Illinois, United States, United States View → JV John Vasko John Vasko Colleague at First Trust Wheaton, Illinois, United States, United States View → JM John Montefalco John Montefalco Colleague at First Trust Wheaton, Illinois, United States, United States View → MB Megan Baker Megan Baker Colleague at First Trust Indianola, Iowa, United States, United States View → SS Steve Sperber Steve Sperber Colleague at First Trust Wayne, Pennsylvania, United States, United States View → BM Bertt Mustaccio Bertt Mustaccio Colleague at First Trust Greater Chicago Area, United States View → JJ Jace James Jace James Colleague at First Trust Oklahoma City, Oklahoma, United States, United States View →
2 education records

James Matthew Brecher education

Education record

Fountain Hills High School
FAQ

Frequently asked questions about James Matthew Brecher

Quick answers generated from the profile data available on this page.

What company does James Matthew Brecher work for?

James Matthew Brecher works for First Trust.

What is James Matthew Brecher's role at First Trust?

James Matthew Brecher is listed as Internal Wholesaler at First Trust.

What is James Matthew Brecher's email address?

AeroLeads has found 1 work email signal at @ftportfolios.com for James Matthew Brecher at First Trust.

What is James Matthew Brecher's phone number?

AeroLeads has found 1 phone signal(s) with area code 630 for James Matthew Brecher at First Trust.

Where is James Matthew Brecher based?

James Matthew Brecher is based in Austin, Texas, United States while working with First Trust.

What companies has James Matthew Brecher worked for?

James Matthew Brecher has worked for First Trust, Bank Of America, Fidelity Investments, and Vanguard.

Who are James Matthew Brecher's colleagues at First Trust?

James Matthew Brecher's colleagues at First Trust include Louis Siani, Berk Kislal, Daniel Pauscher, Jack Conroy, and John Vasko.

How can I contact James Matthew Brecher?

You can use AeroLeads to view verified contact signals for James Matthew Brecher at First Trust, including work email, phone, and LinkedIn data when available.

What schools did James Matthew Brecher attend?

James Matthew Brecher holds Bachelor Of Science (Bs), Criminal Justice Studies from Arizona State University.

What skills is James Matthew Brecher known for?

James Matthew Brecher is listed with skills including Series 7, Series 63, Series 6, Mutual Funds, Series 66, Finance, Retirement, and Investment Strategies.

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