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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Gilbert is an Investment Advisor Representative at Balboa Wealth Partners, Inc. located in Newport Beach, CA. Jeffrey has been in the industry since 1991 and has experience in various areas including securities, investments, and financial planning. Jeffrey has passed numerous exams including the Series 3, Series 7, Series 10, Series 9, Series 63 and Series 65 exams. Jeffrey has worked with multiple firms in his career, including Morgan Stanley, Arete Wealth Management LLC and Kingswood Capital Partners, LLC. Jeffrey has also been recognized as a leader in the industry, with his company Balboa Wealth Partners, Inc. recognized as a leader in the industry with over $775 million in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
02/01/2016 - Present
Balboa Wealth Partners, Inc. (Newport Beach CA)
CA
06/15/2018 - 04/30/2024
KINGSWOOD CAPITAL PARTNERS, LLC (SAN DIEGO CA)
NY
01/29/2018 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
CA
06/13/2016 - 12/16/2016
ARETE WEALTH MANAGEMENT, LLC (Newport Beach CA)
CA
02/09/2016 - 05/13/2016
M. S. HOWELLS & CO. (NEWPORT BEACH CA)
CA
06/01/2009 - 03/19/2014
MORGAN STANLEY (IRVINE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
11/09/2001 - 04/02/2007
MORGAN STANLEY DW INC. (NEWPORT BEACH CA)
MN
04/24/1998 - 11/14/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
TX
03/13/1996 - 04/30/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
CA
07/26/1993 - 02/20/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
04/12/1991 - 07/30/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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