John G. Day
BALBOA WEALTH PARTNERS
Newport Beach, CA 92660
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CRD#: 6758671
Professional summary
John Gregory Day, CFP®, who also goes by John Gregory Gregory Day, Gregory Loram, 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 2017. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Gregory Gregory Day | Gregory Loram
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) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) John Day Sole Proprietorship; Not investment-related; Santa Ana, CA 92707; Self-Employed; Occasional dance coaching and judging of dance competitions; Less than 5% of time during the month.
CRS (Client Relationship Summary) - RIA
Click below to view John Gregory Day'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®
CFP®
Start date: 2020
Experience
Current
March 27, 2025 - Present
BALBOA WEALTH PARTNERS, INC.
Office #1: 1400 Newport Center Drive Suite 290, Newport Beach, CA 92660RIA
CRD#: 282329
Newport Beach, CA
Past
June 23, 2017 - March 28, 2025
EDWARD JONES
RIA
CRD#: 250
NEWPORT BEACH, CA
Past
May 9, 2017 - March 28, 2025
EDWARD JONES
BD
CRD#: 250
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(3/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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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Check for any disclosures as part of your thorough research when choosing an advisor.
