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Jessica Marie Mazza

CALAMOS ADVISORS LLC·NAPERVILLE, Illinois
SIE, Series 6, Series 7, Series 24Clean recordCALAMOS ADVISORS LLC
2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 4302198Firm CRD# 105758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Marie Mazza · NAPERVILLE, IL
Registration
CRD #4302198 · CALAMOS ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CALAMOS ADVISORS LLC
CRD 105758 · SEC 801-29688
AUM
$33.7B
Regulatory assets under management
Employees
243
1,450 client accounts
Services offered by CALAMOS ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Jessica Marie Mazza offer?
Jessica Marie Mazza specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Jessica Marie Mazza's credentials?
Jessica Marie Mazza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Marie Mazza located?
Jessica Marie Mazza is based in NAPERVILLE, Illinois, working with CALAMOS ADVISORS LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Jessica Marie Mazza charge for services?
Jessica Marie Mazza's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALAMOS ADVISORS LLC?
CALAMOS ADVISORS LLC has approximately 243 employees and manages $33.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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