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James Ian Maher

Calamos Wealth Management LLC

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About James Ian Maher

James Maher is an Investment Advisor Representative at Calamos Wealth Management LLC. James Maher is a registered Investment Advisor in Texas and Illinois. James Maher has been in the financial industry since 2014. James Maher has passed the Series 66, Series 7 and SIE exams. James Maher previously worked at Ameriprise Financial Services, Inc. and Edward Jones. James Maher is a veteran of the United States Air Force Reserve and has extensive experience in providing financial services to individuals, corporations, and charitable organizations.

Firm Information

James Maher is currently registered with Calamos Wealth Management LLC. Calamos Wealth Management LLC is an investment advisor registered with the SEC, located in NAPERVILLE, IL. The firm provides financial planning, pension consulting, and asset allocation services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They manage approximately $3.33 billion in assets.
Calamos Wealth Management LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$3.33B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Maher’s Registration & Firm History

TX

02/23/2024 - Present

Calamos Wealth Management LLC (Fort Worth TX)

TX

06/18/2018 - 12/18/2018

AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)

TX

04/22/2014 - 06/07/2018

EDWARD JONES (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 05/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Ian Maher.
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