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Jeffrey K

Series 63

Temecula, CA

Newport Securities Corporation

Jeffrey Kilpatrick is a financial advisor at Newport Securities Corporation with 24 years of industry experience. He holds a Series 63 designation and has been with Newport Securities Corporation since 1979. Newport Securities Corporation provides discretionary and non-discretionary investment management to individual and high-net-worth clients through its Privately Managed Investment Portfolio program. The firm employs an analyst-driven, fundamentally oriented investment process with client-tailored portfolios and offers three strategies: income/preservation, blended growth, and aggressive equity.

Income planning Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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