Amy Marie Vander Sluis

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

• 02/2013 → Present
  J.P. Morgan Securities Llc
  Denver, CO
• 01/2018 → Present
  Vab419, Llc
  Breckenridge, CO
• 01/2018 → Present
  The Beav 4224, Llc
  Breckenridge, CO
• 01/2021 → Present
  Crystal Beach 205A Llc
  Destin, FL
• 02/2013 → Present
  Jpmorgan Chase Bank, N.A.
  Denver, CO

Other Businesses

Entity Name: Crystal Beach 203A Investment related: N Address: Destin, FL 32541 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/14/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Short term vacation rental. I'm part own with my husband. He manages 100% of the business. Entity Name: Crystal Beach 205A LLC Investment related: Y Address: 3184 Scenic Hwy 98, Destin, FL Nature of the other business: Rental Property Position/Title/Relationship: Co-Owner Start Date: 01/26/2021 "Approximate # of hours a month: 0-10 " Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: I do not manage or take part in the day to day activities. I'm simply part owner ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CRYSTAL BEACH 102A, LLC. POSITION: INVESTOR / 5% OR MORE START DATE: 12/3/2019 ADDRESS: 3184 DESTIN, FL. DETAILS: Residential Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: THE BEAV, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/2/2018 ADDRESS: The Beav 4224 LLC DETAILS: 640 BRECKENRIDGE, CO. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: VAB419, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/2/2018 ADDRESS: 535 Breckenridge, CO DETAILS: Short term rental property. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams

• S66 Uniform Combined State Law Examination
  2013-03-23

Other Names

• Amy Bernholtz
• Amy Vandersluis