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Jeffrey Eric Shelton
Calamos Advisors LLC
2 Years of Experience
1 Disclosure
Broker
View SEC Summary
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
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Location
2020 Calamos Court, Naperville, IL, 60563-2787
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Financial
January 2022
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Calamos Advisors LLC
June 2023 - Present · 2 yrs 8 mos
Calamos Financial Services LLC
Broker
June 2023 - Present · 2 yrs 8 mos
State Registrations
6 states
IL
MA
ME
NH
RI
VT
Advisor
Broker
Both
Exams
No exam information available for this advisor.
Jeffrey Eric Shelton - Financial Advisor | TrueAdvisor