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JO

Jon E. Olstein

CALAMAR FINANCIAL GROUP
AMHERST, NY 14228
Some features on this profile are disabled
CRD#: 2210032
JO

Professional summary

Jon Edward Olstein is a registered financial professional currently at CALAMAR FINANCIAL GROUP, LLC located in Amherst, New York.

Jon is registered as a RR (Registered Representative) and started their career in finance in 1992. Jon has worked at 4 firms and has passed the Series 63, Series 7TO, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jon Edward Olstein'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

June 29, 2022 - Present

CALAMAR FINANCIAL GROUP, LLC

Office #1: 40 John Glenn Drive, Amherst, NY 14228
BD
CRD#: 283992
AMHERST, NY
Past

August 24, 2015 - May 11, 2016

N.A. INVESTCORP LLC

BD
CRD#: 134162
NEW YORK, NY
Past

August 10, 2004 - August 16, 2010

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

July 1, 1992 - May 13, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings

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

RR
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

RR
New Jersey
(6/29/2022)
RR
New York
(6/30/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/1/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/28/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/27/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CALAMAR FINANCIAL GROUP, LLC
CALAMAR FINANCIAL GROUP, LLC

CRD#: 283992 / SEC#: , 8-69777

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
40 John Glenn Drive, Amherst, NY 14228
Mailing Address
40 John Glenn Drive, Amherst, NY 14228
Phone number
(716) 693-0006
Established
Delaware since 02/02/2016
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CALAMAR CAPITAL NETWORK LLCMANAGING MEMBER
ATTANASIO, ELIZABETH MARIEFINOP5325007
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519
WOJCIECHOWSKI, DAMON STEPHENPRESIDENT,MANAGING PARTNER, GSP #12099699

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.

Company Information

CALAMAR FINANCIAL GROUP, LLC

CRD#: 283992Amherst, NY 14228

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