GJ
GJ

Gregory Alan Jones

19 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
1,662 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$38.2B

Fee Structure

Financial Planning:Investment management only
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Location

50 Rockefeller Center Plaza #1200/1600, New York, NY, 10020

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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.

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Employment History
Current Registrations
Calamos Financial Services LLCBroker
April 2025 - Present · 10 mos
Calamos Advisors LLC
March 2025 - Present · 11 mos
Previous Registrations
Blackrock Investment Management, LLC
December 2016 - January 2024 · 7 yrs 1 mo
Blackrock Investments, LLCBroker
March 2016 - January 2024 · 7 yrs 10 mos
Nylife Distributors LLCBroker
April 2007 - March 2016 · 8 yrs 11 mos
J.P. Morgan Securities INC.Broker
December 1994 - March 1997 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.