Jeffrey I Blum

Calamos Advisors LLC

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Calamos Advisors LLC

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

Location

50 Rockefeller Plaza Suite 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.

Employment History

Current Registrations

Calamos Advisors LLC

March 2025 - Present · 11 mos

Calamos Financial Services LLCBroker

March 2025 - Present · 11 mos

Previous Registrations

Morgan Stanley

October 2023 - March 2025 · 1 yr 5 mos

Morgan StanleyBroker

September 2022 - March 2025 · 2 yrs 6 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.