Sandra Jessica Goins

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

• 05/2015 → 04/2022
  J.P. Morgan Securities Llc
  Emeryville, CA
• 04/2022 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 04/2026 → Present
  Balboa Wealth Partners, Inc.
  Newport Beach, CA

Previous Registrations

• 2022-04-11 → 2026-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 2015-05-28 → 2022-04-12
  J.P. Morgan Securities Llc
  San Diego, CA
  San Diego, CA
  Oakland, CA
  Emeryville, CA
  San Diego, CA
  La Mesa, CA
  Oakland, CA
• 2014-06-18 → 2015-05-08
  Morgan Stanley
  San Diego, CA
• 2013-10-07 → 2014-04-01
  Edward Jones
  St Louis, MO
  San Diego, CA
• 2012-06-07 → 2013-04-09
  Ast Investment Services, Inc.
  Shelton, CT
• 2010-12-21 → 2012-04-20
  Lpl Financial Llc
  San Diego, CA

Other Businesses

1) Licensed insurance agent; Not investment-related; Newport Beach, CA, 92660; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2010-12-20
• S63 Uniform Securities Agent State Law Examination
  2007-05-11

Designations

• Certified Financial Planner

Other Names

• Sandra Goins