Julie A. Jastremski
Professional summary
Julie Ann Jastremski is a registered financial professional currently at CALAMOS FINANCIAL SERVICES LLC located in Naperville, Illinois.
Julie is registered as a RR (Registered Representative) and started their career in finance in 2007. Julie has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Julie Ann Jastremski's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2015 - Present
CALAMOS FINANCIAL SERVICES LLC
Office #1: 2020 Calamos Court, Naperville, IL 60563June 18, 2012 - September 14, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 31, 2011 - June 19, 2012
SUNSET FINANCIAL SERVICES, INC.
May 11, 2010 - November 17, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 10, 2007 - May 4, 2010
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
CALAMOS FINANCIAL SERVICES LLC
CRD#: 19850 / SEC#: , 8-37854
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CALAMOS INVESTMENTS LLC | SOLE MEMBER/MANAGER | |
| KOUDOUNIS, JOHN SPIRO | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 1878118 |
| DUFRESNE, DANIEL LEO | EVP, CHIEF OPERATING OFFICER | 2852606 |
| HELMETAG, CHRISTIAN ALLAN | PRINCIPAL OPERATIONS OFFICER | 5282700 |
| HELMETAG, CHRISTIAN ALLAN | FINANCIAL OPERATION PRINCIPAL | 5282700 |
| KILEY, THOMAS PATRICK | SVP CHIEF DISTRIBUTION OFFICER | 2869770 |
| KILEY, THOMAS PATRICK | PRINCIPAL EXECUTIVE OFFICER | 2869770 |
| OJALA, ERIK DONALD | GENERAL COUNSEL & SECRETARY | 4758365 |
| SINKER, JACQUELINE ELIZABETH | CHIEF COMPLIANCE OFFICER | 1471593 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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