JV
John Vilina
BALBOA WEALTH PARTNERS
Newport Beach, CA 92660
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CRD#: 5557975
JV
Professional summary
John Vilina, who also goes by John Jilina, is a registered financial advisor currently at BALBOA WEALTH PARTNERS, INC. located in Newport Beach, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Jilina
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Name of the other business: McLaren Strategic Ventures Holdings Group; Investment-Related: Yes; Address of the other business: 2600 Michelson Dr Ste 1700, , Irvine, CA. 92612; Nature of the other business: SPAC/Technology Solutioning Business; Position: President/CFO; Start Date: 11/1/2021; Time spent per month: 105 hours; Duties of the position: Pursuit of acquisition targets, CFO, guide strategy/budgeting, serve on various subsidiary boards 2. Name of the other business: Season Two Ventures; Investment-Related: Yes; Address of the other business: 26501 Silver Saddle Ln, Laguna Hills, CA. 92653; Nature of the other business: Venture Capital; Position: Partner; Start Date: 9/1/2019; Time spent per month: 20 hours; Duties of the position: Investment Partner in venture deals
CRS (Client Relationship Summary) - RIA
Click below to view John Vilina's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 8, 2018 - Present
BALBOA WEALTH PARTNERS, INC.
Office #1: 1400 Newport Center Drive Suite 290, Newport Beach, CA 92660RIA
CRD#: 282329
Newport Beach, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BALBOA WEALTH PARTNERS, INC.
BALBOA WEALTH PARTNERS, INC. | ZELKO WEALTH MANAGEMENT | WILLOW COVE | WEALTH MANAGEMENT SOLUTIONS | TOZAI WEALTH MANAGEMENT | SEASONS TWO VENTURES FUND | SB WEALTH STRATEGIES | SAM FINANCIAL GROUP | ROCKWOOD INVESTMENT COUNSEL | ROBINSON SHUMAKER WEALTH MANAGEMENT | NAUTICAL WEALTH MANAGEMENT | GATEWAY CAPITAL WEALTH | FSA INTEGRATED | ESSENTIAL RETURNS | BION CAPITAL PARTNERS | BION CAPITAL
CRD#: 282329 / SEC#: 801-107029
RIA
Registered Investment Advisory firm - (12/11/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/8/2018)
Current Firm
BW
BALBOA WEALTH PARTNERS, INC.
BALBOA WEALTH PARTNERS, INC. | ZELKO WEALTH MANAGEMENT | WILLOW COVE | WEALTH MANAGEMENT SOLUTIONS | TOZAI WEALTH MANAGEMENT | SEASONS TWO VENTURES FUND | SB WEALTH STRATEGIES | SAM FINANCIAL GROUP | ROCKWOOD INVESTMENT COUNSEL | ROBINSON SHUMAKER WEALTH MANAGEMENT | NAUTICAL WEALTH MANAGEMENT | GATEWAY CAPITAL WEALTH | FSA INTEGRATED | ESSENTIAL RETURNS | BION CAPITAL PARTNERS | BION CAPITAL
CRD#: 282329 / SEC#: 801-107029
RIA
Registered Investment Advisory firm - (12/11/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250
Mailing Address
Phone number
(949) 445-1465
Established
Firm type
Fiscal year end
# of Employees
31
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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