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Jeffrey Eric Shelton

2 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
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
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Location

2020 Calamos Court, Naperville, IL, 60563-2787

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History

Regulatory History (1)
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Financial
January 2022
Final
Employment History
Current Registrations
Calamos Advisors LLC
June 2023 - Present · 2 yrs 8 mos
Calamos Financial Services LLCBroker
June 2023 - Present · 2 yrs 8 mos
State Registrations6 states
ILMAMENHRIVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Eric Shelton - Financial Advisor | TrueAdvisor