John Balmer is a registered investment advisor, based in Irvine, CA, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13844 Alton Parkway, Suite 134, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2025Settled
Other Business ActivitiesSells Insurance
John operates under the DBA Clearsight Wealth Management, Inc. for tax and accounting purposes and markets deferred sales trusts as an advisor. He also works as an agent selling non-variable insurance and dedicates about a quarter of his time to investment advisory business through DST Wealth Management LLC.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Dst Wealth Management LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Benchmark Investments, LLCBroker
February 2020 - May 2023 · 3 yrs 3 mos
Centaurus Financial, INC.
July 2016 - September 2019 · 3 yrs 2 mos
Centaurus Financial, INC.Broker
July 2016 - September 2019 · 3 yrs 2 mos
Anfield Advisors, LLC
February 2015 - September 2016 · 1 yr 7 mos
Girard Securities, INC.Broker
October 2013 - August 2016 · 2 yrs 10 mos
Girard Securities, INC.
October 2013 - August 2016 · 2 yrs 10 mos
LPL Financial LLC
September 2011 - November 2013 · 2 yrs 2 mos
LPL Financial LLCBroker
August 2011 - November 2013 · 2 yrs 3 mos
Accelerated Capital GroupBroker
October 2010 - September 2011 · 11 mos
Advanced Equities, INC.
June 2008 - January 2009 · 7 mos
Advanced Equities, INC.Broker
June 2008 - January 2009 · 7 mos
Peak Securities Corporation
July 2007 - June 2008 · 11 mos
Peak Securities CorporationBroker
July 2007 - June 2008 · 11 mos
Intersecurities, INC.Broker
January 2007 - July 2007 · 6 mos
Atlas Securities, INC.Broker
May 2005 - November 2005 · 6 mos
Citigroup Global Markets INC.
September 2003 - July 2004 · 10 mos
Citigroup Global Markets INC.Broker
September 2003 - July 2004 · 10 mos
Lincoln Financial Advisors CorporationBroker
October 2002 - August 2003 · 10 mos
The Lincoln National Life Insurance CompanyBroker
October 2002 - August 2003 · 10 mos
State Registrations5 states
AZCAFLNCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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