Joshua Christopher Bliss
Investment adviser representative at Balboa Wealth Partners, Inc.
15 yearsExperience
1 stateRegistered in
$1.1BFirm assets
10 yearsFirm in business
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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
15 years in the industry.
- Balboa Wealth Partners, Inc.Nov 2024 to now
- Balboa Wealth Partners, Inc. d/b/a Gateway Capital ManagementOct 2024 to now
- LPL Financial LLCAug 2020 to Oct 2024
- Fbl Marketing Services, LLCJan 2019 to Jul 2020
- Fbl Wealth Management, LLCJan 2019 to Jul 2020
- UnemployedFeb 2018 to Jan 2019
- Morgan StanleyAug 2017 to Feb 2018
- Wells Fargo Clearing Services, LLCJan 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4875381
- Firm CRD
- 282329