Jeffrey Alan Gilbert

Employer firm

Balboa Wealth Partners, Inc. CRD 282329

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Balboa Wealth Partners, Inc.
  Newport Beach, CA
• 06/2016 → 12/2016
  Arete Wealth Management Llc
  Chicago, IL
• 06/2016 → 12/2016
  Arete Wealth Advisors Llc
  Chicago, IL
• 01/2018 → 06/2018
  Niagara International Capital Limited
  San Diego, CA
• 06/2018 → Present
  Chalice Capital Partners, Llc
  San Diego, CA

Previous Registrations

• 2016-06-09 → 2016-12-16
  Arete Wealth Advisors, Llc
  Newport Beach, CA
  Chicago, IL
• 2015-11-12 → 2016-02-22
  Daniel Wealth Advisors
  Newport Beach, CA
• 2009-06-01 → 2014-03-19
  Morgan Stanley
  Irvine, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Irvine, CA
  Newport Beach, CA
• 2001-12-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Newport Beach, CA

Other Businesses

Balboa Wealth Partners Inc.: Investment Related. 140 Newport Center, Suite 200, Newport Beach, CA 92660; 160 hrs per month; 80 hours during trading hrs; Start Date 12/15/2015; CASEC Registered RIA; Founder, Owner, CEO, CCO. Duties: Principal of firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-16
• S63 Uniform Securities Agent State Law Examination
  1990-11-28

Other Names

• Jeff Gilbert