Jeffrey Gilbert (CRD# 1993261) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Chalice Capital Partners, LLC | San Diego, CA | Jun 2018 - Current | 5 |
Balboa Wealth Partners, Inc. | Newport Beach, CA | Dec 2015 - Current | 8 |
Niagara International Capital Limited | San Diego, CA | Jan 2018 - Jun 2018 | < 1 |
Arete Wealth Management LLC | Chicago, IL | Jun 2016 - Dec 2016 | < 1 |
Arete Wealth Advisors LLC | Chicago, IL | Jun 2016 - Dec 2016 | < 1 |
M.s. Howells & Company | Scottsdale, AZ | Feb 2015 - Apr 2016 | 1 |
Dw Advisors | Newport Beach, CA | Nov 2015 - Feb 2016 | < 1 |
5 Arch Funding | Irvine, CA | May 2015 - Sep 2015 | < 1 |
Self-employed | Newport Beach, CA | Apr 2014 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1990 |
S65 | NASAA Investment Advisors Law Examination | May 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
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Total Assets Under Management661MILLIONS
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Total Number of Accounts1,851ACCOUNTS
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Average Account Value$357,094
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NJ, NV, NY, OR, TN, TX, UT, WA
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