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John Harold Campbell

Calamos Wealth Management LLC

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About John Harold Campbell

John Harold Campbell is an investment advisor representative at Calamos Wealth Management LLC. John has been in the financial services industry for 27 years. Prior to joining Calamos Wealth Management LLC, John was a registered representative with U.S. Bancorp Investments, Inc. John holds Series 6, 7, 22, 63, 65, and 66 licenses. John's areas of specialization include retirement planning, asset allocation, and portfolio management.

Firm Information

John Campbell 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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John Campbell’s Registration & Firm History

IL

09/29/2023 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

IL

07/25/2014 - 04/03/2023

U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)

CT

05/02/2013 - 12/02/2013

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

IL

08/08/2011 - 05/15/2012

AXA ADVISORS, LLC (OAK BROOK IL)

NC

08/10/2010 - 06/07/2011

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

IL

07/02/2009 - 08/04/2010

ING FINANCIAL PARTNERS, INC. (OAK PARK IL)

CO

01/13/2009 - 04/15/2009

THE LEADERS GROUP, INC. (LITTLETON CO)

IL

11/14/2002 - 10/17/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

NY

01/02/2000 - 09/03/2002

AXA ADVISORS, LLC (NEW YORK NY)

NC

12/12/2000 - 08/27/2002

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

NA

04/18/1991 - 01/14/1993

MML INVESTORS SERVICES, INC.

NA

03/31/1988 - 05/05/1989

CIGNA SECURITIES, INC.

NA

10/08/1985 - 12/14/1987

ROBERT W. BAIRD & CO. INCORPORATED

NA

08/30/1985 - 12/11/1987

NML EQUITY SERVICES, INC.

NA

10/01/1982 - 09/08/1983

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 09/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/13/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/25/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/30/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Harold Campbell.
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