JA
CFA
JA
CFA

Jon Adams

3 Years of Experience
Broker
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
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.

Learn about disclosures →
Employment History
Current Registrations
Calamos Wealth Management LLC
June 2023 - Present · 2 yrs 8 mos
Calamos Financial Services LLCBroker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Citi Private Advisory, LLCBroker
April 2022 - May 2023 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
April 2022 - May 2023 · 1 yr 1 mo
Citigroup Global Markets INC.
April 2022 - May 2023 · 1 yr 1 mo
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jon Adams - Financial Advisor | TrueAdvisor