Jon Adams is a CFA-designated registered investment advisor, based in Chicago, IL, with 3 years of industry experience.
Location
215 North Peoria Street #600, Chicago, IL, 60607
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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 10 mos
Calamos Financial Services LLCBroker
June 2023 - Present · 2 yrs 10 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
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Exams
No exam information available for this advisor.