Joshua
Walters

Calamos Wealth Management LLC

CRD#5795720
Investment Advisor
in Naperville, IL

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About this Advisor

Joshua Walters is a certified financial planner working in Naperville, Illinois. Walters is currently employed by Calamos Wealth Management LLC. During their career, the advisor has held roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Premier Golf Gifts, Cibc Atlantic Trust, Waddell & Reed, Inc, Oxford Financial Group, Zachary Edwards, Lpl Financial, LLC, Calamos Wealth Management LLC and Calamos Financial Services LLC. Walters holds a Series 63 license, certifying them as a securities agent, and is able to operate in Illinois. Calamos Wealth Management LLC is a registered investment firm that has its headquarters in Naperville, IL. The investment advisory business has offices in four locations and a total of 35 people on staff. It has $3 billion in assets under management between its 3,128 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 42 charitable organizations. Of its 3,128 client accounts, 72% belong to high-net-worth clients who have greater than $1 million in assets. Calamos Wealth Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on which service is offered. However, fee types charged by Calamos Wealth Management LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2020 Calamos Court
Naperville, IL 60563-2787

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Calamos Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,088,095,105

IL Average: $6,674,516,078
Total Number of Employees

35

IL Average: 44
Total Number of Accounts

3,128

IL Average: 2,564
Average Account Size

$987,243

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Joshua Walters Work History

Joshua has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Calamos Wealth Management LLC

2023 - Present (1 year)

Calamos Financial Services LLC

2021 - 2023 (2 years)

Lpl Financial, LLC

2020 - 2021 (1 year)

Waddell & Reed, Inc

2020 - 2023 (3 years)

Zachary Edwards

2019 - 2020 (1 year)

Oxford Financial Group

2017 - 2019 (2 years)

Cibc Atlantic Trust

2014 - 2017 (3 years)

J.P. Morgan Securities LLC

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2012 - 2014 (2 years)

Premier Golf Gifts

2010 - 2014 (4 years)

Jpmorgan Chase Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Walters 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

Paris Karasso
Naperville, IL
Christopher Gruchacz
Naperville, IL
Joseph Weidenbach
Naperville, IL
Dimitar Tanchev
Naperville, IL
Thomas Holleb
Chicago, IL
Stephanie Farella
Naperville, IL
Alexander Calamos
Naperville, IL
Nicholas Korompilas
Naperville, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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