Joel Van Essen (CRD# 6265662) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 10 years of experience in the finance industry.
CRD# 2908751
Cetera Investment Advisers LLC
CRD# 2603603
Thornburg Investment Management Inc.
CRD# 2843680
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
City Different Investments | Santa Fe, NM | Jul 2021 - Current | 2 |
Duke University | Durham, NC | Jun 2019 - Jun 2021 | 2 |
Personal Capital | Denver, CO | Oct 2017 - Jun 2019 | 1 |
Personal Capital Advisors Corporation | Denver, CO | Nov 2016 - Jun 2019 | 2 |
Unemployed | Denver, CO | Sep 2016 - Nov 2016 | < 1 |
Fidelity Brokerage Services, LLC | Greenwood Village, CO | Jan 2014 - Sep 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2014 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- NM
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$1,259,178
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, MA, NJ, NM, PA, TX
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