Jon Adams
Investment adviser representative at Calamos Wealth Management LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$5.5BFirm assets
Are you Jon Adams? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Calamos Financial Services LLCMay 2023 to now
- Calamos Wealth Management LLCMay 2023 to now
- CitigroupApr 2022 to May 2023
- BMO Global Asset ManagementMar 2015 to Mar 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Calamos Wealth Management LLC
$5.5BAssets managed
4,308Clients
40Advisers
19 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
- 7523448
- Firm CRD
- 143490