Unclaimed
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.
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
05/08/2024 - Present
Balboa Wealth Partners, Inc. (Long Beach CA)
CA
09/24/2015 - 04/23/2024
EDWARD JONES (LONG BEACH CA)
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
Active
Inactive
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