JC
JC

John Harold Campbell

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,434 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

CWM will waive its advisory fee with respect to any client assets invested in Calamos Funds.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2020 Calamos Court, Naperville, IL, 60563-2787

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Calamos Wealth Management LLC
September 2023 - Present · 2 yrs 5 mos
Calamos Financial Services LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
July 2014 - April 2023 · 8 yrs 9 mos
Saybrus Equity Services, INCBroker
May 2013 - December 2013 · 7 mos
AXA Advisors, LLCBroker
August 2011 - May 2012 · 9 mos
AXA Advisors, LLC
August 2011 - May 2012 · 9 mos
AXA Distributors, LLCBroker
August 2010 - June 2011 · 10 mos
Ing Financial Partners, INC
July 2009 - August 2010 · 1 yr 1 mo
Ing Financial Partners, INC.Broker
July 2009 - August 2010 · 1 yr 1 mo
The Leaders Group, INC.Broker
January 2009 - April 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2002 - October 2008 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2002 - October 2008 · 5 yrs 11 mos
AXA Distributors, LLCBroker
December 2000 - August 2002 · 1 yr 8 mos
AXA Advisors, LLCBroker
January 2000 - September 2002 · 2 yrs 8 mos
MML Investors Services, INC.Broker
April 1991 - January 1993 · 1 yr 9 mos
Cigna Securities, INC.Broker
March 1988 - May 1989 · 1 yr 2 mos
Robert W. Baird & CO. IncorporatedBroker
October 1985 - December 1987 · 2 yrs 2 mos
Nml Equity Services, INC.Broker
August 1985 - December 1987 · 2 yrs 4 mos
First Investors CorporationBroker
October 1982 - September 1983 · 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Harold Campbell - Financial Advisor | TrueAdvisor