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Jeffrey Eric Shelton

Calamos Advisors LLC

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About Jeffrey Eric Shelton

Jeffrey Eric Shelton is an investment advisor representative with Calamos Advisors LLC. Jeffrey Shelton has been in the financial services industry for over 10 years and is registered with the state of Illinois. Jeffrey Shelton holds the Series 66, Series 7TO, SIE, and Series 34 securities licenses. The firm provides investment advisory services to high net worth individuals, corporations, insurance companies, investment companies, pension and profit-sharing plans, and pooled investment vehicles.

Firm Information

Jeffrey Shelton is currently registered with Calamos Advisors LLC. Calamos Advisors LLC is a leading investment management firm headquartered in Naperville, Illinois. The firm provides portfolio management services to a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. Calamos Advisors LLC has over $33 billion in assets under management and has a team of experienced investment professionals. The firm's investment strategies are focused on delivering long-term value to its clients through a variety of investment products, including mutual funds, ETFs, and separately managed accounts.
Calamos Advisors LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$33.72B

Assets Under Management

15

Total Clients

28

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Shelton’s Registration & Firm History

IL

06/23/2023 - Present

Calamos Advisors LLC (NAPERVILLE IL)

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Licenses & Designations

BOTH

Issued 09/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/11/2022

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2010

Series 34 - Retail Off-Exchange FOREX Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Eric Shelton. Review regulatory record here.
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