Joseph Weidenbach has been SVP, Head of Calamos Wealth Management since October 2022, is a control person of the firm and directly owns under 5% of it. Joseph Weidenbach holds an MBA from the University of Notre Dame. Joseph Weidenbach studied at the University of Dayton.
Calamos Wealth Management LLC is a Naperville, IL firm with $5.48B under management, 4,308 clients and 39 advisers across 7 offices, as of its July 2026 filing.
Joe Weidenbach is Senior Vice President, Head of Calamos Wealth Management, and a member of the executive team for Calamos Investments LLC. Weidenbach is responsible for growing and managing all aspects of Calamos Wealth Management, which has offices in metropolitan Chicago, downtown Chicago, New York, Miami and San Francisco. He joined Calamos Wealth Management in 2022 after holding leadership positions at J.P. Morgan and U.S. Bank.
Joseph Weidenbach’s longest registration was 9 years at U.S. Bancorp Investments, Inc. (2012–2022). Before joining Calamos Wealth Management in 2022, Joseph Weidenbach was registered through U.S. Bancorp Investments, Inc. and J.P. Morgan Securities LLC.
- – present · 3 yearsNaperville, IL · Adviser representative · Firm CRD 143490
- U.S. Bancorp Investments, Inc.– · 9 yearsFairview Heights, IL · Adviser representative · Firm CRD 17868
- J.P. Morgan Securities LLC– · 3 yearsNaperville, IL · Adviser representative · Firm CRD 79
- J. P. Morgan Securities Inc.– · 2 yearsHinsdale, IL · Adviser representative · Firm CRD 18718
- JPMorgan Securities Inc– · under a yearChicago, IL · Adviser representative · Firm CRD 16999
- Banc One Investment Advisors Corp– · under a yearChicago, IL · Adviser representative · Firm CRD 107247
Investment adviser representative registrations
Joseph Weidenbach is registered as an investment adviser representative in Illinois, since October 2022.
- IllinoisSince 28 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 September 2008 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 24 May 2007 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 30 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 2007 |
| Series 7 | General Securities Representative Examination | 29 June 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Lawrence Weidenbach
- CRD
- 4675313
- Firm
- Calamos Wealth Management · CRD 143490
- Role
- SVP, Head
- Office
- 2020 CALAMOS COURT, Naperville, IL 60563-2787
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wm.calamos.com
Where does Joseph Weidenbach work?
Joseph Weidenbach has been SVP, Head of Calamos Wealth Management LLC since October 2022, and is a control person of the firm.
Is Joseph Weidenbach a financial advisor?
Yes. Joseph Weidenbach has a current investment-adviser registration in Illinois, through Calamos Wealth Management since October 2022.
How many years of experience does Joseph Weidenbach have?
Joseph Weidenbach has 20 years in the financial industry, since March 2006, across 6 adviser firms.
What exams has Joseph Weidenbach passed?
Joseph Weidenbach has passed 6 licensing exams: the Series 65, Series 7, Series 63, Series 10, Series 9 and Series 24. The earliest, the Series 65, was passed in May 2003. FINRA credited Joseph Weidenbach with the SIE, which began in October 2018.
Where did Joseph Weidenbach work before Calamos Wealth Management?
Before Calamos Wealth Management, Joseph Weidenbach was registered through U.S. Bancorp Investments, Inc., December 2012 to October 2022; J.P. Morgan Securities LLC, October 2008 to September 2012; J. P. Morgan Securities Inc., September 2006 to October 2008; JPMorgan Securities Inc, May 2006 to September 2006; Banc One Investment Advisors Corp, June 2003 to November 2003.
Where is Joseph Weidenbach based?
Joseph Weidenbach’s registered office is in Naperville, IL.
Is Joseph Weidenbach registered with FINRA?
Yes. Joseph Weidenbach has a current broker registration, under CRD 4675313.
Source: FINRA BrokerCheck
How can I verify Joseph Weidenbach’s record?
Search CRD 4675313 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Weidenbach’s full registration record.
- John KoudounisPresident & Chief Executive Officer
- Thomas HermanEVP, Chief Financial Officer
- Daniel DufresneEVP, Chief Operating Officer
- Walter KellySVP, Chief Compliance Officer
- John Calamos Sr.Founder, Chairman & Global Co-CIO
- Erik OjalaSVP, General