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Jax Wardwell

Investment adviser representative at Calamos Advisors LLC
10 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

10 years in the industry.

  1. Calamos Advisors LLCJul 2025 to now
  2. Calamos Financial Services LLCJul 2025 to now
  3. WintrustMay 2024 to Aug 2024
  4. Guggenheim InvestmentsJun 2023 to Aug 2023
  5. Paramount FitnessJun 2022 to Aug 2022
  6. Miami UniversityJan 2021 to May 2025
  7. Eastern Kentucky UniversityAug 2020 to Nov 2020
  8. La Salle High SchoolAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8110419
Firm CRD
105758
Advisor's SEC record (opens in a new tab)
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