Based in Wheaton, Illinois, John Thomas is a fiduciary financial advisor with 19 years of industry experience. John joined First Trust Advisors in 2015, after seven years at Putnam Investment Management. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.
One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.
At a glance
Services through First Trust Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowFirst Trust Advisors LPCurrent firm
- 2008 – 2015Putnam Investment Management, LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About John
How do I contact John?
Call First Trust Advisors at (630) 765-8000 and ask for John Thomas. John works from the Wheaton, IL office.
How long has John been a financial advisor?
John has been in the industry since 2007, about 19 years. More experience than 73% of advisors at First Trust Advisors.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.