Jeffrey I Blum
Investment adviser representative at Calamos Advisors LLC
13 yearsExperience
1 stateRegistered in
$43.9BFirm assets
39 yearsFirm in business
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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
13 years in the industry.
- Calamos Advisors LLCMar 2025 to now
- Calamos Financial Services LLCMar 2025 to now
- Morgan StanleySep 2021 to Feb 2025
- The College of New JerseySep 2017 to Jul 2021
- Ramapo High SchoolSep 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7213550
- Firm CRD
- 105758