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Current Employers
Gibbs Wealth Management, Llc

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-01-15
CA RA APPROVED 2025-09-18
  • ID RA
    APPROVED
    Since 2026-01-15
  • CA RA
    APPROVED
    Since 2025-09-18

Branch Locations

800 W Main St Suite 1460, Boise, ID 83702 • United States

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

3500 West Olive Avenue Suite 300, Burbank, CA 91505 • United States

520 Broadway Suite 200, Santa Monica, CA 90401 • United States

3610 Central Avenue, Riverside, CA 92506 • 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
Gibbs Wealth Management, Llc Santa Monica CA 09/2025 Present
Alevo Financial & Insurance Agency Santa Monica CA 12/2020 Present
Jon Loy Inc Santa Monica CA 07/2017 Present
Five Star Morgatage Henderson CA 09/2020 11/2020
Arcus Lendidng Henderson CA 11/2020 05/2022
Syncis Insurance Solutions, Los Angeles CA 09/2011 11/2020
Jonathan & Ethan, Inc. Santa Monica CA 01/2018 Present
Alevo Wealth Management Santa Monica CA 09/2025 Present
  • 09/2025 → Present
    Santa Monica, CA
  • 12/2020 → Present
    Alevo Financial & Insurance Agency
    Santa Monica, CA
  • 07/2017 → Present
    Jon Loy Inc
    Santa Monica, CA
  • 09/2020 → 11/2020
    Five Star Morgatage
    Henderson, CA
  • 11/2020 → 05/2022
    Arcus Lendidng
    Henderson, CA
  • 09/2011 → 11/2020
    Syncis Insurance Solutions,
    Los Angeles, CA
  • 01/2018 → Present
    Jonathan & Ethan, Inc.
    Santa Monica, CA
  • 09/2025 → Present
    Alevo Wealth Management
    Santa Monica, CA
Other Businesses

(1)Alevo Financial & Insurance Agency - In his separate capacity, he is the owner of Alevo Financial & Insurance Agency, an insurance agency located at 520 Broadway, Suite 200, Santa Monica, CA 90401. He has been engaged in this business since 12/2020, serving as an insurance agent. He spends approximately 40 hours per month on this business, with about 7 hours occurring during securities trading hours. His duties include providing insurance products to clients, supervising staff, and overseeing the agency's business finances and operations. This activity is investment related as that term is used on Form U4. (2)Alevo Wealth Management - In his separate capacity, he is the owner of Alevo Wealth Management, located at 520 Broadway, Suite 200, Santa Monica, CA 90401. He has been engaged in this business since 09/2025. He spends approximately 10 hours per month on this business, with about 10 hours occurring during securities trading hours. His duties include supervising staff and overseeing the business finances and operations. This activity is investment related as that term is used on Form U4. (3)Jonathan & Ethan Inc. - He also serves as the CEO of Jonathan & Ethan Inc., a non investment related real estate management company located at 520 Broadway, Santa Monica, CA 90401. He has held this role since 01/2018, spending about 4 hours per month on the business, with no time during trading hours. His responsibilities include overseeing the management of real estate property, supervising any staff involved in property operations, and controlling the company's business finances. This activity is not investment related as that term is used on Form U4. (4)Yonathan & Ethan LLC - Additionally, he is a Collections Coordinator with Yonathan & Ethan LLC, a non investment related real estate company located at 6409 Van Nuys Blvd, Van Nuys, CA 91401. He has been engaged in this role since 01/2018, spending about 5 hours per month with no time during trading hours. His responsibilities include communicating between the property owner and attorneys regarding ongoing collections and litigation matters and do not involve securities transactions or investment advisory services. This activity is not investment related as that term is used on Form U4 (5)Jon Loy, Inc, - In his separate capacity, he is the owner of Jon Loy, Inc., created for tax purposes to pay marketing business and business management located in Santa Monica, CA. He has been engaged in this business since 07/2017. He spends approximately 1 hours per month on this business, with about 0 hours occurring during securities trading hours. This activity is not investment related as that term is used on Form U4.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04

View on SEC IAPD

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