David Alan Van Der Klok

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Grand Rapids, MI
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Grand Rapids, MI

Previous Registrations

• 2011-08-18 → 2012-10-01
  Chase Investment Services Corp.
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
• 2008-01-16 → 2011-08-05
  Edward Jones
  Wyoming, MI
  Grandville, MI
  Walker, MI
  Grandville, MI
  St Louis, MO

Other Businesses

Entity Name: Renting Storage space in my Pole Barn Investment related: No Address: Mecosta, MI Nature of the other business: Storage Position/Title/Relationship: Owner/Partner Start Date: 09/23/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rent space in my pole Barn for the purpose of storing Boats and other items that people may not want outside for the winter.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04