John
Zamboanga
Golden State Equity Partners, LLC
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About this Advisor
John Zamboanga is a financial advisor based in Santa Ana, California, working with Golden State Equity Partners, LLC. John has previously held positions at Golden State Equity Partners, LLC, Douglas Miller, Scottrade Td Ameritrade, Td Ameritrade, Northwestern Mutual Investment Services LLC, Douglas B Miller, Triad Advisors LLC, Michael Byrne, and Northwestern Mutual Wealth Management Company. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, John is part of Golden State Equity Partners, LLC, which operates out of Santa Ana, California. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$743,725,447
25
4,106
$181,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Zamboanga Work History
Golden State Equity Partners, LLC
Douglas Miller
Northwestern Mutual Investment Services LLC
Michael Byrne
Douglas B Miller
Northwestern Mutual Wealth Management Company
Triad Advisors LLC
Scottrade Td Ameritrade
Td Ameritrade
Disclosures
Please visit the SEC profile of John Zamboanga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Golden State Equity Partners, LLC
Santa Ana, CA
Santa Ana, CA
Lafayette, CA
Santa Ana, CA
North Bend, WA
Anchorage, AK
Santa Ana, CA
Santa Ana, CA
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