Jason Lauderback, financial advisor Naperville IL
93 score

Jason Lauderback

CRD Number: 4568768
Current Firm: Calamos Advisors LLC

Jason Lauderback (CRD# 4568768) is an Investment Advisor Representative working at Calamos Advisors LLC in Naperville, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Calamos Financial Services LLC Naperville, IL Feb 2011 - Current 5
Calamos Advisors LLC Naperville, IL Feb 2011 - Current 5
Unemployed Naperville, IL Jun 2010 - Jan 2011 < 1
Advisors Asset Management, Inc. Monument, CO Oct 2009 - May 2010 < 1
Unemployed Chicago, IL Dec 2008 - Oct 2009 < 1
Scudder Distributors, Inc. Chicago, IL Apr 2005 - Dec 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Jason D. Lauderback
Phone Number: 630.245.7200
Firm Website: http://www.calamos.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    21,795
    MILLIONS
  • Total Number of Accounts
    1,858
    ACCOUNTS
  • Average Account Value
    $11,730,565
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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