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John Sloan Arens

Balboa Wealth Partners, Inc.

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About John Sloan Arens

John Sloan Arens is a financial advisor who has been in the industry since September 24, 2015. John is currently registered with Balboa Wealth Partners, Inc. and is licensed in California. Prior to joining Balboa Wealth Partners, Inc. John was employed with Edward Jones from September 24, 2015 until April 23, 2024. John holds the Series 66, Series 7 and SIE licenses and is active in several community organizations, including the Long Beach Area Chamber of Commerce, The Salvation Army, the Long Beach City College Foundation and St. Mary's Medical Center.

Firm Information

John Arens 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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John Arens’s Registration & Firm History

CA

05/08/2024 - Present

Balboa Wealth Partners, Inc. (Long Beach CA)

CA

09/24/2015 - 04/23/2024

EDWARD JONES (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 10/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for John Sloan Arens. Review regulatory record here.
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