Gerald W. Zelko
Professional summary
Gerald William Zelko JR., who also goes by Gerald W Zelko Jr, Gerald William Zelko Jr, Gerald William Zelko, Jerry Zelko Jr, Gerald W Zelko Jr., is a registered financial advisor currently at BALBOA WEALTH PARTNERS, INC. located in Newport Beach, California.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gerald has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerald William Zelko JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2018 - Present
BALBOA WEALTH PARTNERS, INC.
Office #1: 1400 Newport Center Drive Suite 290, Newport Beach, CA 92660February 16, 2007 - October 17, 2018
WELLS FARGO CLEARING SERVICES, LLC
February 16, 2007 - October 17, 2018
WELLS FARGO CLEARING SERVICES, LLC
July 8, 1997 - March 1, 2007
UBS FINANCIAL SERVICES INC.
June 4, 1997 - March 1, 2007
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
BALBOA WEALTH PARTNERS, INC.
CRD#: 282329 / SEC#: 801-107029
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2018)
Exams
Current Firm
BALBOA WEALTH PARTNERS, INC.
CRD#: 282329 / SEC#: 801-107029
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,068 |
| AUM (Assets Under Management) | $ 804,833,455 |
Red Flags
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