linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jon Adams

Calamos Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jon? Claim Your Profile

About Jon Adams

Jon Adams is a financial advisor with Calamos Wealth Management LLC. Jon is a registered representative with the firm in the state of Illinois. Jon has been in the financial services industry since 2003 and has a strong background in asset management. Jon holds the Series 31, Series 7TO, and Series 63 licenses, as well as the SIE designation. Jon is a Chartered Financial Analyst (CFA). Jon's experience includes working with Citigroup, BMO Global Asset Management, and UBS Asset Management. Jon provides financial planning and investment advisory services to individual clients, pension plans, charitable organizations, and corporations.

Firm Information

Jon Adams 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jon Adams’s Registration & Firm History

IL

06/05/2023 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

IL

04/29/2022 - 05/17/2023

CITI PRIVATE ADVISORY, LLC (Chicago IL)

IL

04/29/2022 - 05/17/2023

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

Not sure if Jon Adams is right for you?

Licenses & Designations

BC

Issued 05/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2022

Series 31 - Futures Managed Funds Examination

BC

Issued 04/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Adams.
Not sure if Jon Adams is right for you?