Jeffrey Eric Shelton
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 LLCMay 2023 to now
- Calamos Financial Services LLCMay 2023 to now
- UnemployedAug 2022 to Apr 2023
- Burke BeverageOct 2015 to Apr 2017
- 88 East BeverageFeb 2013 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7728676
- Firm CRD
- 105758