# JEFFREY ALAN GILBERT

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2016-06-09 | 2016-12-16 | — |
| [BALBOA WEALTH PARTNERS, INC.](https://search.stillhousedata.com/firm/282329) | 2016-02-01 | present | Yes |
| [DANIEL WEALTH ADVISORS](https://search.stillhousedata.com/firm/150382) | 2015-11-12 | 2016-02-22 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2014-03-19 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2009-06-01 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2001-12-18 | 2007-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1993261)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1993261.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.