Christopher Calvert has been an investment adviser representative at J.M. Arbour since September 2026, and is not listed among the firm’s executive officers or direct owners. Christopher Calvert holds a BS in Finance from San Diego State University.
J.M. Arbour, LLC is a Gardiner, ME firm with $183M under management, 720 clients and 10 advisers across 4 offices, as of its March 2026 filing.
Christopher Calvert is Strategic Adviser at J.M. Arbour. He has over 19 years of experience in Capital Markets and has a role expanding the firm's multi-family office platform by cultivating and maintaining relationships with family offices, private investors, and institutional capital partners. His transactions have spanned direct investments, secondaries, and fund allocations across venture capital, private equity, and private credit.
Christopher Calvert’s longest registration was 1 year at Concept Asset Management (2012–2013). Before joining J.M. Arbour in 2026, Christopher Calvert was registered through Integrated Advisors Network LLC and B. Riley & Co., LLC.
- J.M. Arbour, LLCCurrent– present · under a yearEl Cajon, CA · Adviser representative · Firm CRD 313352
- Integrated Advisors Network LLC– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 171991
- B. Riley & Co., LLC– · under a yearDel Mar, CA · Adviser representative · Firm CRD 40355
- Concept Asset Management– · 1 yearDel Mar, CA · Adviser representative · Firm CRD 153397
Investment adviser representative registrations
Christopher Calvert is registered as an investment adviser representative in California, as a resident of California, since September 2026.
- CaliforniaResidentSince 18 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2011 |
| Series 24 | General Securities Principal Examination | 18 June 2010 |
| Series 3 | National Commodity Futures Examination | 4 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 2006 |
| Series 7 | General Securities Representative Examination | 16 October 2006 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5207227
- Firm
- J.M. Arbour · CRD 313352
- Office
- El Cajon, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmarbour.com
Where does Christopher Calvert work?
Christopher Calvert is an investment adviser representative registered through J.M. Arbour, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Calvert a financial advisor?
Yes. Christopher Calvert has a current investment-adviser registration in California, through J.M. Arbour since September 2026.
How many years of experience does Christopher Calvert have?
Christopher Calvert has 17 years in the financial industry, since October 2009, across 4 adviser firms.
What exams has Christopher Calvert passed?
Christopher Calvert has passed 6 licensing exams: the Series 7, Series 63, Series 3, Series 24, Series 65 and Series 99TO. The earliest, the Series 7, was passed in October 2006. FINRA credited Christopher Calvert with the SIE, which began in October 2018.
Where did Christopher Calvert work before J.M. Arbour?
Before J.M. Arbour, Christopher Calvert was registered through Integrated Advisors Network LLC, March 2016 to November 2017; B. Riley & Co., LLC, September 2013 to March 2014; Concept Asset Management, January 2012 to September 2013.
Where is Christopher Calvert based?
Christopher Calvert’s registered office is in El Cajon, CA.
Is Christopher Calvert registered with FINRA?
No. Christopher Calvert has no current broker registration.
How can I verify Christopher Calvert’s record?
Search CRD 5207227 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Calvert’s full registration record.
