Derek van der Wal
Vice President - Investment Private Client Advisor at J P Morgan Wealth Management at J.P. Morgan
Based in Burbank, United States
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Seniority
Vp
Department
Other
Location
Burbank
Industry
Financial Services
Company size
81K
Contact information
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d•••••••@jpmorgan.com
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Background
About Derek van der Wal
I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have over 14 years of experience in financial services. I hold the required FINRA Series 7 & 66 licenses. I also hold the CA life & health insurance licenses. I graduated from California State University, Northridge with a Degree in Business Management. I cover offices in Burbank, CA and Glendale, CA. I can help with your many financial needs, including: • Creating a strategy toward your financial goals • Checking in on your investment portfolio • Managing through life changes • Planning for retirement on your terms
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