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Jacqueline Elizabeth Sinker

CALAMOS WEALTH MANAGEMENT LLC·NAPERVILLE, Illinois
SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean recordCALAMOS WEALTH MANAGEMENT LLC
2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 1471593Firm CRD# 143490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Elizabeth Sinker · NAPERVILLE, IL
Registration
CRD #1471593 · CALAMOS WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 52TO
Series 53
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CALAMOS WEALTH MANAGEMENT LLC
CRD 143490 · SEC 801-67787
AUM
$3.3B
Regulatory assets under management
Employees
41
3,021 client accounts
Services offered by CALAMOS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CALAMOS WEALTH MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Jacqueline Elizabeth Sinker offer?
Jacqueline Elizabeth Sinker specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Jacqueline Elizabeth Sinker's credentials?
Jacqueline Elizabeth Sinker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Elizabeth Sinker located?
Jacqueline Elizabeth Sinker is based in NAPERVILLE, Illinois, working with CALAMOS WEALTH MANAGEMENT LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Jacqueline Elizabeth Sinker charge for services?
Jacqueline Elizabeth Sinker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALAMOS WEALTH MANAGEMENT LLC?
CALAMOS WEALTH MANAGEMENT LLC has approximately 41 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CALAMOS WEALTH MANAGEMENT LLC

Jesse Reed Murphy
NAPERVILLE, IL
Joseph Paul Nader
NAPERVILLE, IL
Michael George Kassab
NAPERVILLE, IL
CFA
Joseph Lawrence Weidenbach
NAPERVILLE, IL

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Research
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