JEFFREY ALAN GILBERT is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with BALBOA WEALTH PARTNERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 2016-06-09 | 2016-12-16 | — |
| BALBOA WEALTH PARTNERS, INC. | 2016-02-01 | present | Yes |
| DANIEL WEALTH ADVISORS | 2015-11-12 | 2016-02-22 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2014-03-19 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2001-12-18 | 2007-04-02 | — |