John Joseph Van Dalsem

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 05/2018
  University Of Michigan
  Ann Arbor, MI
• 09/2018 → 04/2019
  University Of Michigan
  Ann Arbor, MI
• 09/2019 → 08/2020
  University Of Michigan
  Ann Arbor, MI
• 09/2019 → 05/2021
  Self Employed
  Ann Arbor, MI
• 07/2021 → 11/2021
  Unemployed
  Newport Beach, CA
• 06/2018 → 08/2018
  Barton Hills Country Club
  Ann Arbor, MI
• 05/2019 → 08/2019
  Quicken Loans
  Detroit, MI
• 05/2021 → 07/2021
  Saucey Inc.
  Los Angeles, CA
• 12/2021 → 06/2022
  Canon Medical Systems Inc.
  Tustin, CA
• 06/2022 → 08/2022
  Signature Estate And Investment Advisors
  Newport Beach, CA
• 08/2022 → Present
  Seia Llc
  Newport Beach, CA
• 10/2022 → 07/2023
  Royal Alliance Associates, Inc.
  Newport Beach, CA
• 07/2023 → Present
  Ses Llc
  Newport Beach, CA

Other Businesses

SEIA LLC POSITION: Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 8/29/2022 ADDRESS: 610 Newport Center Drive, Suite 300, Newport Beach, CA 92660, United States DESCRIPTION: RIA Sales & Service

Exams

• S66 Uniform Combined State Law Examination
  2024-02-03

Other Names

• Jack Joseph Van Dalsem
• John Joseph Vandalsem