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 14 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Calamos Financial Services LLC||Naperville, IL||Feb 2011 - Current||6|
|Calamos Advisors LLC||Naperville, IL||Feb 2011 - Current||6|
|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 Management21,795MILLIONS
Total Number of Accounts1,858ACCOUNTS
Average Account Value$11,730,565
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.