Jon
Adams
Calamos Wealth Management LLC
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About this Advisor
Jon Adams is a financial advisor based in Naperville, Illinois, working with Calamos Wealth Management LLC. Jon has previously held positions at Citigroup, Bmo Global Asset Management, Ubs Asset Management, Calamos Wealth Management LLC, and Calamos Financial Services LLC. Jon has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Jon is part of Calamos Wealth Management LLC, which operates out of Naperville, Illinois. The firm has 8 offices and 41 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Calamos Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Calamos Wealth Management LLC Brokerage Details
$3,334,568,012
41
3,021
$1,103,796
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jon Adams Work History
Calamos Wealth Management LLC
Calamos Financial Services LLC
Citigroup
Bmo Global Asset Management
Ubs Asset Management
Disclosures
Please visit the SEC profile of Jon Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Calamos Wealth Management LLC
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Chicago, IL
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