Christopher M. Jerin
Professional summary
Christopher M Jerin, AIF®, who also goes by Christopher Max Jerin, Christopher Jerin, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in Naperville, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher M Jerin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2022 - Present
CALAMOS WEALTH MANAGEMENT LLC
Office #1: 2020 Calamos Court, Naperville, IL 60563-2787August 7, 2019 - March 25, 2022
BEACON POINTE ADVISORS, LLC
February 6, 2017 - July 9, 2019
CALAMOS WEALTH MANAGEMENT LLC
March 23, 2010 - July 9, 2019
CALAMOS FINANCIAL SERVICES LLC
July 16, 2007 - April 29, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 1, 2006 - May 7, 2007
CITICORP INVESTMENT SERVICES
Primary Firm SEC Registration
CALAMOS WEALTH MANAGEMENT LLC
CRD#: 143490 / SEC#: 801-67787
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2022)
Exams
Current Firm
CALAMOS WEALTH MANAGEMENT LLC
CRD#: 143490 / SEC#: 801-67787
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,434 |
| AUM (Assets Under Management) | $ 4,090,678,284 |
Red Flags
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