Joel StultsCRD Number: 5296687
Current Firm: Calamos Wealth Management LLC
Joel Stults (CRD# 5296687) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 8 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Calamos Wealth Management LLC||Naperville, IL||May 2015 - Current||1|
|Calamos Financial Services LLC||Naperville, IL||May 2015 - Current||1|
|Credit Suisse Securities (usa) LLC||Chicago, IL||May 2008 - May 2015||7|
|Polished Nickel Capital Management||Melrose Park, IL||Jan 2008 - Apr 2008||< 1|
|Edward Jones||St. Louis, MO||Nov 2007 - Dec 2007||< 1|
|Polished Nickel Capital Management||Melrose Park, IL||Oct 2007 - Oct 2007||< 1|
|N/a||Smithton, IL||May 2007 - Sep 2007||< 1|
|Mckendree College||Lebanon, IL||Aug 2003 - May 2007||3|
|Smith Barney Inc.||Shiloh, IL||Jan 2007 - Apr 2007||< 1|
|Mckendree College||Lebanon, IL||Sep 2003 - Apr 2007||3|
|Holten Meat Inc.||Sauget, IL||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,050MILLIONS
Total Number of Accounts1,285ACCOUNTS
Average Account Value$817,144
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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