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Gerald William Zelko

Balboa Wealth Partners, Inc.

Newport Beach, CA

Scottsdale, AZ

CRD 2878225

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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:

Current Employers
Balboa Wealth Partners, Inc.

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1400 Newport Center Drive Suite 290, Newport Beach, CA 92660 • United States

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Newport Beach CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Newport Beach CA 11/2016 10/2018
Balboa Wealth Partners, Inc Newport Beach CA 10/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-07
S63 Uniform Securities Agent State Law Examination 1997-06-09
  • S65 Uniform Investment Adviser Law Examination
    1997-07-07
  • S63 Uniform Securities Agent State Law Examination
    1997-06-09
Other Names
  • Jerry Zelko
  • Gerald William Zelko
  • Gerald William Zelko
  • Gerald W Zelko
  • Gerald W Zelko Jr.

View on SEC IAPD

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