DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Joseph Lawrence Weidenbach

Advisor at CALAMOS WEALTH MANAGEMENT LLC

NAPERVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a373ffae-76de-e932-618e-f28ad41631a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CALAMOS WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 29, 2003
First registration: Jun 13, 2003
Dual registered: yes, broker-dealer
Other names: Joe Weidenbach
IAPD individual key: 4675313

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CALAMOS WEALTH MANAGEMENT LLC	Independent wealth	Oct 28, 2022	n/a	yes	NAPERVILLE, IL	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Dec 11, 2012	Oct 6, 2022	no	Chicago, IL\|Minneapolis, MN\|Chicago, IL\|Lake Saint Louis, MO\|Fairview Heights, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2008	Sep 21, 2012	no	OAKBROOK TERRACE, IL\|HINSDALE, IL\|WHEATON, IL	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Sep 27, 2006	Oct 1, 2008	no	HINSDALE, IL\|WHEATON, IL\|CHICAGO, IL	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	May 10, 2006	Sep 27, 2006	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
J.P. MORGAN ASSET MANAGEMENT	n/a	Jun 13, 2003	Nov 4, 2003	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	CALAMOS WEALTH MANAGEMENT LLC	Oct 6, 2022	Oct 28, 2022	22	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	U.S. BANCORP INVESTMENTS, INC.	Sep 21, 2012	Dec 11, 2012	81	Firm change	Other
J.P. MORGAN SECURITIES INC.	J.P. MORGAN SECURITIES LLC	Oct 1, 2008	Oct 1, 2008	0	Bulk transfer	Other
BANC ONE SECURITIES CORPORATION	J.P. MORGAN SECURITIES INC.	Sep 27, 2006	Sep 27, 2006	0	Bulk transfer	Other
J.P. MORGAN ASSET MANAGEMENT	BANC ONE SECURITIES CORPORATION	Nov 4, 2003	May 10, 2006	918	Firm change after gap	Other

Relationships

Registered with (6)

→ CALAMOS WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Oct 28, 2022 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 11, 2012 to Oct 6, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2008 to Sep 21, 2012factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Sep 27, 2006 to Oct 1, 2008factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 10, 2006 to Sep 27, 2006factForm ADV
→ J.P. MORGAN ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jun 13, 2003 to Nov 4, 2003factForm ADV

Dated events

Occurred
Oct 6, 2022
Advisor changed firm
Joseph Lawrence Weidenbach left U.S. Bancorp Investments, Inc. for Calamos Wealth Management Llc (registered 2022-10-28)
Form ADVobserved 6 days ago