CJ
CJ

Christopher M Jerin

17 Years of Experience
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

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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 Wealth Management LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Beacon Pointe Advisors, LLC
August 2019 - March 2022 · 2 yrs 7 mos
Calamos Wealth Management LLC
February 2017 - July 2019 · 2 yrs 5 mos
Calamos Financial Services LLCBroker
March 2010 - July 2019 · 9 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
July 2007 - April 2008 · 9 mos
Citicorp Investment ServicesBroker
August 2006 - May 2007 · 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.