Unclaimed Profile

Jeffrey Alan Gilbert

BALBOA WEALTH PARTNERS, INC.·SCOTTSDALE, Arizona

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 6524 years registeredBALBOA WEALTH PARTNERS, INC.

6263 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85250CRD# 1993261Firm CRD# 282329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Gilbert · SCOTTSDALE, AZ

Registration

CRD #1993261 · BALBOA WEALTH PARTNERS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

BALBOA WEALTH PARTNERS, INC.

Feb 2016 – present

ARETE WEALTH ADVISORS, LLC

Jun 2016 – Dec 2016

Newport Beach, CA

DANIEL WEALTH ADVISORS

Nov 2015 – Feb 2016

Newport Beach, CA

MORGAN STANLEY

Jun 2009 – Mar 2014

IRVINE, CA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

IRVINE, CA

MORGAN STANLEY

Dec 2001 – Apr 2007

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 18, 2001

Years registered · 24

Disclosure History

2016Employment Separation After Allegations

1986Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BALBOA WEALTH PARTNERS, INC.

CRD 282329 · SEC 801-107029

AUM

$776M

Regulatory assets under management

Employees

2,005 client accounts

Services offered by BALBOA WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALBOA WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Gilbert offer?

Jeffrey Alan Gilbert specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jeffrey Alan Gilbert's credentials?

Jeffrey Alan Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Gilbert located?

Jeffrey Alan Gilbert is based in SCOTTSDALE, Arizona, working with BALBOA WEALTH PARTNERS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jeffrey Alan Gilbert charge for services?

Jeffrey Alan Gilbert's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALBOA WEALTH PARTNERS, INC.?

BALBOA WEALTH PARTNERS, INC. has approximately 28 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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