John Van Dalsem (CRD# 7580059) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ses Inc. | Newport Beach, CA | Jul 2023 - Current | < 1 |
Signature Estate And Investment Advisors | Newport Beach, CA | Aug 2022 - Current | 1 |
Royal Alliance Associates, Inc. | Newport Beach, CA | Oct 2022 - Jul 2023 | < 1 |
Signature Estate And Investment Advisors | Newport Beach, CA | Jun 2022 - Aug 2022 | < 1 |
Canon Medical Systems Inc. | Tustin, CA | Dec 2021 - Jun 2022 | < 1 |
Unemployed | Newport Beach, CA | Jul 2021 - Nov 2021 | < 1 |
Saucey Inc. | Los Angeles, CA | May 2021 - Jul 2021 | < 1 |
Self Employed | Ann Arbor, MI | Sep 2019 - May 2021 | 1 |
University Of Michigan | Ann Arbor, MI | Sep 2019 - Aug 2020 | < 1 |
Quicken Loans | Detroit, MI | May 2019 - Aug 2019 | < 1 |
University Of Michigan | Ann Arbor, MI | Sep 2018 - Apr 2019 | < 1 |
Barton Hills Country Club | Ann Arbor, MI | Jun 2018 - Aug 2018 | < 1 |
University Of Michigan | Ann Arbor, MI | Aug 2016 - May 2018 | 1 |
Mater Dei High School | Santa Ana, CA | Sep 2015 - Jun 2016 | < 1 |
Ruby's Diner | Corona Del Mar, CA | Jun 2015 - Aug 2015 | < 1 |
Mater Dei High School | Santa Ana, CA | Aug 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management14,212MILLIONS
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Total Number of Accounts18,483ACCOUNTS
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Average Account Value$768,896
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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