UBS Financial Services
43yrs
Top advisor by experience in Sherman Oaks
4yrs
John Donovan has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Sherman Oaks, California. John joined First Trust Advisors in 2023, a firm offering investment management, private fund management, and selecting outside investment managers. First Trust Advisors reports being paid through a percentage of assets and performance-based fees.
One of 180 advisors with offices in Sherman Oaks, and one of 155 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeSherman Oaks, CA
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state
Services through First Trust Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
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
- 2023 – nowFirst Trust Advisors LPCurrent firm
Contact John
(630) 765-8000Firm headquarters in Wheaton, IL. Ask for John. Sherman Oaks, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call First Trust Advisors at (630) 765-8000 and ask for John Donovan. John works from the Sherman Oaks, CA office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 4 years. 4 years in the industry.
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.
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