Jeffrey Lynne Kilpatrick

Newport Securities Corporation

24 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningHigh Net Worth

Newport Securities Corporation

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

24 clients

Average Client Portfolio

$3.4M average

Assets Under Management

$80.7M

Fee Structure

Minimum Investment:$200K

Financial Planning:Investment management only

Minimum Annual Fee:$500

Location

Temecula, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Newport Securities Corporation

May 2001 - Present · 24 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.