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CC

Christopher Calvert

J.M. ARBOUR
EL CAJON, CA
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CRD#: 5207227
CC
Christopher CalvertJ.M. ARBOUR

Professional summary

Christopher Calvert, who also goes by Christopher James Calvert, is a registered financial advisor currently at J.M. ARBOUR, LLC located in El Cajon, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Christopher James Calvert

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.
(1) CCAST HOLDINGS II, LLC, not investment related, managing member, 11913 Fuerte Drive, El Cajon, CA 92020, THE BUSINESS HOUSES FAMILY INVESTMENTS ALONG WITH ON GOING NON INVESTMENT-RELATED CONSULTING FOR FLAT FEE AND PERCENTAGE OF SALES ACROSS TECHNOLOGY COMPANIES AND OTHER CONSULTANTS; Business Consulting,, 1/1/2021-Current, 40 hrs/month, 2 hrs/month during securities trading hours, Help with growth and operations of portfolio companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Calvert'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 18, 2026 - Present

J.M. ARBOUR, LLC

RIA
CRD#: 313352
EL CAJON, CA
Past

July 24, 2024 - December 19, 2024

CUATRO CAPITAL SECURITIES LLC

BD
CRD#: 328082
El Cajon, CA
Past

March 17, 2023 - August 12, 2024

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

September 25, 2020 - March 15, 2023

SHARENETT SECURITIES LLC

BD
CRD#: 151011
NEW YORK, NY
Past

October 29, 2018 - July 22, 2019

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
NAPERVILLE, IL
Past

March 13, 2018 - October 17, 2018

COINBASE CAPITAL MARKETS CORP

BD
CRD#: 10722
NEW YORK, NY
Past

March 21, 2016 - November 27, 2017

INTEGRATED ADVISORS NETWORK LLC

RIA
CRD#: 171991
San Diego, CA
Past

March 24, 2014 - March 9, 2018

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
Cardiff-by-the-Sea, CA
Past

September 24, 2013 - March 25, 2014

B. RILEY & CO., LLC

RIA
CRD#: 40355
DEL MAR, CA
Past

September 24, 2013 - March 25, 2014

B. RILEY & CO., LLC

BD
CRD#: 40355
DEL MAR, CA
Past

January 4, 2012 - September 16, 2013

COWEN PRIME SERVICES LLC

RIA
CRD#: 153397
DEL MAR, CA
Past

August 3, 2011 - September 16, 2013

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
DEL MAR, CA
Past

December 9, 2010 - January 5, 2011

SRT SECURITIES LLC

BD
CRD#: 33725
BIRMINGHAM, MI
Past

October 25, 2006 - August 16, 2011

ALARIS TRADING PARTNERS, LLC

BD
CRD#: 126996
DEL MAR, CA

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".
JA
J.M. ARBOUR, LLC
J.M. ARBOUR LLC | J.M. ARBOUR, LLC | J.M. ARBOUR WEALTH MANAGEMENT | J.M. ARBOUR MULTI-FAMILY OFFICE

CRD#: 313352 / SEC#: 801-124962

RIA
Registered Investment Advisory firm - (5/6/2022 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.

Highlighted states indicate IAR registrations

IAR
California
(9/18/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 12/29/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 11/6/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 99TO
Status Unavailable
Passed: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 3
Status Unavailable
Passed: 6/4/2008
National Commodity Futures Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 10/16/2006
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 24
Status Unavailable
Passed: 6/18/2010
General Securities Principal Examination

Current Firm

JA
J.M. ARBOUR, LLC
J.M. ARBOUR LLC | J.M. ARBOUR, LLC | J.M. ARBOUR WEALTH MANAGEMENT | J.M. ARBOUR MULTI-FAMILY OFFICE

CRD#: 313352 / SEC#: 801-124962

RIA
Registered Investment Advisory firm - (5/6/2022 Approved)
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Contact information

Main Address
1 Brunswick Avenue, Gardiner, ME 04345
Mailing Address
Phone number
(207) 248-6767
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

J.M. ARBOUR, LLC FORM ADV PART 2 BROCHURE (3/31/2026)

Regulatory assets under management

Total Number of Accounts1,253
AUM (Assets Under Management)$ 183,158,509

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

J.M. ARBOUR, LLC

CRD#: 313352El Cajon, CA

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