Jeffrey Alan Gilbert
Investment adviser representative at Balboa Wealth Partners, Inc.
3 yearsExperience
2 statesRegistered in
$1.1BFirm assets
10 yearsFirm in business
Are you Jeffrey Alan Gilbert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
3 years in the industry.
- Chalice Capital Partners, LLCJun 2018 to now
- Balboa Wealth Partners, Inc.Dec 2015 to now
- Niagara International Capital LimitedJan 2018 to Jun 2018
- Arete Wealth Advisors LLCJun 2016 to Dec 2016
- Arete Wealth Management LLCJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Balboa Wealth Partners, Inc.
$1.1BAssets managed
1,127Clients
27Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1993261
- Firm CRD
- 282329