John Caldwell Helmer

Founder at

Caldwell Sutter Capital, Inc.

Finance

Consumer Services

Profile

Mr. John C.
Helmer, CFA, is a Founder at Caldwell Sutter Capital, Inc. In 1982, after 17 years with Paine Webber, he formed Caldwell Securities, one of the earlier dually-registered (broker-dealer and investment adviser) firms, and the predecessor of Caldwell Sutter Capital.
The John & Jinx Helmer Revocable Trust remains an investor in the firm, and Jinx and John continue as directors.
Following two years of active duty as an Army infantry officer, he attended Hastings Law School in San Francisco from 1963 to 1965.
In 1965 he joined PaineWebber Jackson & Curtis (now UBS) as a registered representative.
He graduated from Santa Clara University with a BA degree in History in 1961.
He is CFA charter holder.

John Caldwell Helmer active positions

Companies	Position	Start
Caldwell Sutter Capital, Inc. Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services	Founder	1981-12-31

All active positions of John Caldwell Helmer

Former positions of John Caldwell Helmer

Companies	Position	End
Paine, Webber, Jackson & Curtis, Inc. Paine, Webber, Jackson & Curtis, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-

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Training of John Caldwell Helmer

Experiences
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Linked companies

Private companies	3
Caldwell Sutter Capital, Inc. Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Santa Clara University Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Paine, Webber, Jackson & Curtis, Inc. Paine, Webber, Jackson & Curtis, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance