Joshua Walters (CRD# 5795720) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 13 years of experience in the finance industry. Joshua Walters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calamos Wealth Management LLC | Chicago, IL | Apr 2023 - Current | 1 |
| Calamos Financial Services LLC | Naperville, IL | Apr 2023 - Current | 1 |
| Lpl Financial, LLC | Wheaton, IL | Jul 2021 - Mar 2023 | 1 |
| Zachary Edwards | Davenport, IA | Nov 2020 - Mar 2023 | 2 |
| Waddell & Reed, Inc. | Chicago, IL | Nov 2020 - Jul 2021 | < 1 |
| Oxford Financial Group | Chicago, IL | Jun 2019 - Nov 2020 | 1 |
| Cibc Atlantic Trust | Chicago, IL | Nov 2017 - Jun 2019 | 1 |
| J.p. Morgan Securities LLC | Chicago, IL | May 2014 - Nov 2017 | 3 |
| J.p. Morgan Securities LLC | Chicago, IL | Oct 2012 - May 2014 | 1 |
| Jpmorgan Chase Bank Na | Chicago, IL | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
- IL
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Total Assets Under Management3,335MILLIONS
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Total Number of Accounts3,021ACCOUNTS
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Average Account Value$1,103,796
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, WY
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