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Jeremy Tate

Balboa Wealth Partners, Inc.

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About Jeremy Tate

Jeremy Tate is an Investment Advisor Representative at Balboa Wealth Partners, Inc., a firm that provides investment advisory services. Jeremy is also registered as an Investment Advisor Representative at Tate Capital Group, LLC. Jeremy has been in the financial industry since 2011 and has been registered with the state of California and Texas as an Investment Advisor Representative. Jeremy holds a Series 66, Series 7 and SIE license.

Firm Information

Jeremy Tate is currently registered with Balboa Wealth Partners, Inc.. Balboa Wealth Partners, Inc. is an investment advisor registered with the SEC, headquartered in SCOTTSDALE, AZ. The firm manages approximately $775,979,843 in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. They participate in a wrap fee program.
Balboa Wealth Partners, Inc.

6263 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85250

$775.98M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Tate’s Registration & Firm History

CA

09/21/2018 - Present

Balboa Wealth Partners, Inc. (Newport Beach CA)

CA

11/04/2013 - 09/28/2018

MORGAN STANLEY (CARLSBAD CA)

CA

11/17/2011 - 11/05/2013

EDWARD JONES (OCEANSIDE CA)

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Licenses & Designations

BOTH

Issued 12/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeremy Tate. Review regulatory record here.
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