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John Peter Calamos SR

54 Years of Experience
2 DisclosuresBroker
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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
Regulatory
October 1996
Final
Other Business Activities

John is a member of the Board of Trustees for the Illinois Institute of Technology since 2014, spending minimal time per month. He is also a member of the Investment Committee for The FAITH Endowment since 2013, dedicating minimal time per month to reviewing investment strategy and performance.

Employment History
Current Registrations
Calamos Wealth Management LLC
January 2015 - Present · 11 yrs 1 mo
Calamos Advisors LLC
January 2015 - Present · 11 yrs 1 mo
Calamos Financial Services LLCBroker
July 1987 - Present · 38 yrs 7 mos
Previous Registrations
Calamos Advisors LLC
March 1993 - January 2015 · 21 yrs 10 mos
Noddings, Calamos and Associates, INC.Broker
June 1977 - September 1987 · 10 yrs 3 mos
Woolard & Company IncorporatedBroker
June 1976 - July 1977 · 1 yr 1 mo
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
October 1975 - July 1976 · 9 mos
Bache & CO IncorporatedBroker
October 1974 - October 1975 · 1 yr
Loeb Rhoades & COBroker
March 1974 - November 1974 · 8 mos
Dupont Walston, IncorporatedBroker
July 1973 - May 1974 · 10 mos
Dupont Glore Forgan IncorporatedBroker
December 1971 - April 1976 · 4 yrs 4 mos
State Registrations44 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.