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JS

Jacob G. Schultz

CALAMOS ADVISORS
Chicago, IL 60607
Some features on this profile are disabled
CRD#: 7058150
JS
Jacob Gerard SchultzCALAMOS ADVISORS

Professional summary

Jacob Gerard Schultz is a registered financial advisor currently at CALAMOS ADVISORS LLC located in Chicago, Illinois and CALAMOS FINANCIAL SERVICES LLC located in Chicago, Illinois.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jacob has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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) - RIA

Click below to view Jacob Gerard Schultz'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 22, 2026 - Present

CALAMOS ADVISORS LLC

Office #1: 215 N. Peoria St. #600, Chicago, IL 60607
RIA
CRD#: 105758
Chicago, IL
Current

September 22, 2026 - Present

CALAMOS FINANCIAL SERVICES LLC

Office #1: 215 North Peoria Street #600/1100/1200, Chicago, IL 60607
BD
CRD#: 19850
Chicago, IL
Past

March 22, 2019 - September 14, 2026

DESTRA CAPITAL ADVISORS LLC

RIA
CRD#: 148574
Chicago, IL
Past

February 4, 2019 - September 14, 2026

DESTRA CAPITAL INVESTMENTS LLC

BD
CRD#: 148299
BOZEMAN, MT

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".
CA
CALAMOS ADVISORS LLC
CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS

CRD#: 105758 / SEC#: 801-29688

RIA
Registered Investment Advisory firm - (5/29/1987 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.
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
Illinois
(9/22/2026)
IAR
Illinois
(9/22/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
IAR
Series 66
Status Unavailable
Passed: 3/18/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 2/2/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 2/2/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CALAMOS ADVISORS LLC
CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS

CRD#: 105758 / SEC#: 801-29688

RIA
Registered Investment Advisory firm - (5/29/1987 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
300

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/26/2026)

Regulatory assets under management

Total Number of Accounts1,957
AUM (Assets Under Management)$ 43,888,328,733

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

CALAMOS ADVISORS LLC

CRD#: 105758Chicago, IL 60607

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