Unclaimed Profile

Joseph Lawrence Weidenbach

CALAMOS WEALTH MANAGEMENT LLC·NAPERVILLE, Illinois

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record23 years registeredCALAMOS WEALTH MANAGEMENT LLC

2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 4675313Firm CRD# 143490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Lawrence Weidenbach · NAPERVILLE, IL

Registration

CRD #4675313 · CALAMOS WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

CALAMOS WEALTH MANAGEMENT LLC

Oct 2022 – present

U.S. BANCORP INVESTMENTS, INC.

Dec 2012 – Oct 2022

FAIRVIEW HEIGHTS, IL

J.P. MORGAN SECURITIES LLC

Oct 2008 – Sep 2012

NAPERVILLE, IL

J. P. MORGAN SECURITIES INC.

Sep 2006 – Oct 2008

HINSDALE, IL

JPMORGAN SECURITIES INC

May 2006 – Sep 2006

CHICAGO, IL

BANC ONE INVESTMENT ADVISORS CORP

Jun 2003 – Nov 2003

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · June 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALAMOS WEALTH MANAGEMENT LLC

CRD 143490 · SEC 801-67787

AUM

$3.3B

Regulatory assets under management

Employees

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 Joseph Lawrence Weidenbach offer?

Joseph Lawrence Weidenbach specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Joseph Lawrence Weidenbach's credentials?

Joseph Lawrence Weidenbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Lawrence Weidenbach located?

Joseph Lawrence Weidenbach 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 Joseph Lawrence Weidenbach charge for services?

Joseph Lawrence Weidenbach'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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