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Jeff Gilbert

Chief Executive Officer, Founding Partner

Balboa Wealth Partners

United States, California, Newport Beach

About Me

Jeff Gilbert is the founder and CEO of Balboa Wealth Partners. He has more than 32 years of experience in the financial services industry as both an adviser as well as an executive level manager. Mr. Gilbert began his career with Shearson Lehman Brothers and built a successful advisory practice. He later spent over 13 years with Morgan Stanley as a branch manager supervising two offices with more than 75 financial professionals who managed $3.5 Billion of client assets and generated $32 million in annual revenue. Mr. Gilbert earned his B.A in Political Science from Arizona State University.

Profile Information

Chief Executive Officer, Founding Partner

Balboa Wealth Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

Sep 16, 2024

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