Joel Benjamin Van Essen

Employer firm

City Different Investments CRD 310982

$244M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 01/2014 → 09/2016
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 09/2016 → 11/2016
  Unemployed
  Denver, CO
• 11/2016 → 06/2019
  Personal Capital Advisors Corporation
  Denver, CO
• 10/2017 → 06/2019
  Personal Capital
  Denver, CO
• 07/2021 → Present
  City Different Investments
  Santa Fe, NM
• 06/2019 → 06/2021
  Duke University
  Durham, NC

Previous Registrations

• 2016-11-30 → 2019-07-19
  Personal Capital Advisors Corporation
  Denver, CO
  Greenwood Village, CO
• 2015-03-04 → 2016-09-19
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2015-02-06
• S63 Uniform Securities Agent State Law Examination
  2014-05-01

Designations

• Chartered Financial Analyst