Skip to content

Joel Benjamin Van essen

Investment adviser representative at City Different Investments
10 yearsExperience
1 stateRegistered in
CFADesignation
$244.4MFirm assets

Are you Joel Benjamin Van essen? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. City Different InvestmentsJul 2021 to now
  2. Duke UniversityJun 2019 to Jun 2021
  3. Personal CapitalOct 2017 to Jun 2019
  4. Personal Capital Advisors CorporationNov 2016 to Jun 2019
  5. UnemployedSep 2016 to Nov 2016

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (NM).

City Different Investments

Legal name: City Different Holdings LP

$244.4MAssets managed
105Clients
12Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6265662
Firm CRD
310982
Advisor's SEC record (opens in a new tab)
CallContact this firm