John
Arens
Balboa Wealth Partners, Inc
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About this Advisor
John Arens is a financial advisor based in Long Beach, California, working with Balboa Wealth Partners, Inc. John has previously held positions at Edward Jones, Lbs Financial Credit Union, and Balboa Wealth Partners, Inc. John has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, John is part of Balboa Wealth Partners, Inc, which operates out of Long Beach, California. The firm has 9 offices and 28 employees. The firm manages assets totaling $661.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Balboa Wealth Partners, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Balboa Wealth Partners, Inc Brokerage Details
$660,981,442
28
1,851
$357,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Arens Work History
Balboa Wealth Partners, Inc
Edward Jones
Lbs Financial Credit Union
Disclosures
Please visit the SEC profile of John Arens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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