Best Investors Account Sign in

Sarah Jane Cotejo Hoffmann

Calamos Wealth Management LLC

Chicago, IL

Naperville, IL

Claim This Profile
Current Employers
Calamos Wealth Management Llc

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-12-20
  • IL RA
    APPROVED
    Since 2023-12-20

Branch Locations

215 N. Peoria Street #1100/1200, Chicago, IL 60607 • United States

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Chicago IL 09/2011 04/2018
J.P. Morgan Securities Llc Chicago IN 10/2014 04/2018
Citigroup Chicago IL 04/2018 06/2022
Citigroup Chicago IL 06/2022 12/2023
Calamos Financial Services Llc Naperville IL 12/2023 Present
Calamos Wealth Management Llc Naperville IL 12/2023 Present
  • 09/2011 → 04/2018
    Jpmorgan Chase Bank
    Chicago, IL
  • 10/2014 → 04/2018
    J.P. Morgan Securities Llc
    Chicago, IN
  • 04/2018 → 06/2022
    Citigroup
    Chicago, IL
  • 06/2022 → 12/2023
    Citigroup
    Chicago, IL
  • 12/2023 → Present
    Calamos Financial Services Llc
    Naperville, IL
  • 12/2023 → Present
    Calamos Wealth Management Llc
    Naperville, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-11
S63 Uniform Securities Agent State Law Examination 2012-07-17
  • S66 Uniform Combined State Law Examination
    2018-06-11
  • S63 Uniform Securities Agent State Law Examination
    2012-07-17
Other Names
  • Sarah Jane F Cotejo
  • Sarah Jane Cotejo
  • Sarah Jane F Cotejo
  • Sarah Jane Fesalboni Cotejo
  • Sarahjane Fesalboni Cotejo

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor