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John Peter Calamos sr.

Calamos Advisors LLC

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About John Peter Calamos sr.

John Peter Calamos sr. is a financial advisor with over 50 years of experience in the industry. John is currently registered with Calamos Advisors LLC and Calamos Wealth Management LLC. Both firms are based in Naperville, IL. John specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John also serves on the Board of Trustees of Illinois Institute of Technology and is a member of the Investment Committee of the FAITH Endowment.

Firm Information

John Calamos sr. 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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John Calamos sr.’s Registration & Firm History

IL

01/06/2015 - Present

Calamos Advisors LLC (NAPERVILLE IL)

NA

06/17/1977 - 09/17/1987

NODDINGS, CALAMOS AND ASSOCIATES, INC.

NA

06/04/1976 - 07/11/1977

WOOLARD & COMPANY INCORPORATED

NA

10/06/1975 - 07/18/1976

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

NA

12/01/1971 - 04/23/1976

DUPONT GLORE FORGAN INCORPORATED

NA

10/23/1974 - 10/30/1975

BACHE & CO INCORPORATED

NA

03/27/1974 - 11/02/1974

LOEB RHOADES & CO

NA

07/02/1973 - 05/26/1974

DUPONT WALSTON, INCORPORATED

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Licenses & Designations

IA

Issued 01/07/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/13/1977

Series 4 - Registered Options Principal Examination

BC

Issued 04/06/1977

F04 - Financial Principal Examination

BC

Issued 12/29/1976

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Peter Calamos sr.. Review regulatory record here.
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