Jacob Gerard Schultz
Investment adviser representative at Calamos Advisors LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$43.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Calamos Advisors LLCSep 2026 to now
- Calamos Financial Services LLCSep 2026 to now
- Destra Capital Advisors LLCMar 2019 to Sep 2026
- Destra Capital Investments LLCAug 2018 to Sep 2026
- Cme GroupMay 2017 to Aug 2017
- The Red LionApr 2015 to May 2018
- University of Illinois Champaign-urbanaAug 2014 to May 2018
- Wheaton Park DistrictAug 2010 to Aug 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Calamos Advisors LLC
$43.9BAssets managed
1,957Clients
37Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7058150
- Firm CRD
- 105758