John H. Campbell

CALAMOS WEALTH MANAGEMENT LLC

NAPERVILLE, IL 60563-2787

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CRD#: 1066080

Professional summary

John Harold Campbell, who also goes by John Harold Campbell II, Johnnie Campbell, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in Naperville, Illinois and CALAMOS FINANCIAL SERVICES LLC located in Naperville, Illinois.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 14 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Harold Campbell Ii | Johnnie Campbell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Harold Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2023 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 2020 Calamos Court, Naperville, IL 60563-2787

RIA

CRD#: 143490

NAPERVILLE, IL

Current

May 18, 2023 - Present

CALAMOS FINANCIAL SERVICES LLC

Office #1: 2020 Calamos Court, Naperville, IL 60563

CRD#: 19850

NAPERVILLE, IL

Past

July 25, 2014 - April 3, 2023

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

CHICAGO, IL

Past

May 2, 2013 - December 2, 2013

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

HARTFORD, CT

Past

August 8, 2011 - May 15, 2012

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OAK BROOK, IL

Past

August 8, 2011 - May 15, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

OAK BROOK, IL

Past

August 10, 2010 - June 7, 2011

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

July 9, 2009 - August 4, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

OAK PARK, IL

Past

July 2, 2009 - August 4, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

OAK PARK, IL

Past

January 13, 2009 - April 15, 2009

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

November 14, 2002 - October 17, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHICAGO, IL

Past

November 14, 2002 - October 17, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHICAGO, IL

Past

December 12, 2000 - August 27, 2002

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

January 2, 2000 - September 3, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

April 18, 1991 - January 14, 1993

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

March 31, 1988 - May 5, 1989

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

October 8, 1985 - December 14, 1987

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

Past

August 30, 1985 - December 11, 1987

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Past

October 1, 1982 - September 8, 1983

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALAMOS WEALTH MANAGEMENT LLC

CRD#: 143490 / SEC#: 801-67787

RIA

Registered Investment Advisory firm - (4/25/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(5/22/2023)

IAR

Illinois
(9/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/13/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/19/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 11/25/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 9/30/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CALAMOS WEALTH MANAGEMENT LLC

CRD#: 143490 / SEC#: 801-67787

RIA

Registered Investment Advisory firm - (4/25/2007 Approved)

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Contact information

Main Address

2020 Calamos Court, Naperville, IL 60563-2787

Mailing Address

Phone number

(630) 245-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,434
AUM (Assets Under Management)	$ 4,090,678,284

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John H. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Harold Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALAMOS FINANCIAL SERVICES LLC

U.S. BANCORP INVESTMENTS, INC.

SAYBRUS EQUITY SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE DISTRIBUTORS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

THE LEADERS GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE DISTRIBUTORS, LLC

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CALAMOS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2023

Series 66

Date: 1/13/2000

Series 63

Date: 9/19/1988

SIE

Date: 10/1/2018

Series 7

Date: 12/28/1999

Series 22

Date: 11/25/1985

Series 6

Date: 9/30/1982

FINRA

Current Firm

CALAMOS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALAMOS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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