JW
JW

Joseph Weidenbach

19 Years of Experience
Broker

Joseph Weidenbach is a registered investment advisor, based in Naperville, IL, with 19 years of industry experience.

Location

2020 Calamos Court, Naperville, IL, 60563-2787

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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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Other Business Activities

Joseph is a trustee for the University of Dayton, focusing on the general strategic direction of the university, dedicating minimal time. He is also a board member for the Naperville Development Partnership, promoting business interests in Naperville, also dedicating minimal time.

Employment History
Current Registrations
Calamos Wealth Management LLC
October 2022 - Present · 3 yrs 6 mos
Calamos Financial Services LLCBroker
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2012 - October 2022 · 9 yrs 10 mos
U.S. Bancorp Investments, INC.
December 2012 - October 2022 · 9 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2008 - September 2012 · 3 yrs 11 mos
J.P. Morgan Securities LLC
October 2008 - September 2012 · 3 yrs 11 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Banc One Securities CorporationBroker
June 2006 - July 2006 · 1 mo
Jpmorgan Securities INC
May 2006 - September 2006 · 4 mos
Banc One Investment Advisors CORP
June 2003 - November 2003 · 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Weidenbach - Financial Advisor | TrueAdvisor