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.
Jeff Gilbert
Chief Executive Officer, Founding Partner
Balboa Wealth Partners
United States, California, Newport Beach
About Me
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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