Jason LauderbackCRD 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 15 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Calamos Financial Services LLC||Naperville, IL||Feb 2011 - Current||7|
|Calamos Advisors LLC||Naperville, IL||Feb 2011 - Current||7|
|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|
Total Assets Under Management18,278MILLIONS
Total Number of Accounts2,446ACCOUNTS
Average Account Value$7,472,666
- A percentage of assets under your management
- Performance-based fees
- 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
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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