Jeffrey L. Kaylor

NOBLE WEALTH MANAGEMENT

Newport Beach, CA 92660

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CRD#: 7902888

Professional summary

Jeffrey Lynn Kaylor, who also goes by Jeffrey Kaylor, is a registered financial advisor currently at NOBLE WEALTH MANAGEMENT, INC. located in Newport Beach, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffrey has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Kaylor

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.

Noble Tax Specialists; non-investment related; 4299 MacArthur Blvd., Suite 100; Newport Beach, CA 92660; Tax & accounting services; position: CPA; start date: 11/2023; approx. 120hrs. per month devoted to the business during trading hours; duties include tax and accounting services for tax clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lynn Kaylor's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 30, 2024 - Present

NOBLE WEALTH MANAGEMENT, INC.

Office #1: 4299 Macarthur Blvd. Suite 100, Newport Beach, CA 92660

RIA

CRD#: 169963

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".

NOBLE WEALTH MANAGEMENT, INC.

AJ SCHRYER FINANCIAL SERVICES, INC. | NOBLE WEALTH MANAGEMENT, INC.

CRD#: 169963 / SEC#: 801-108555

RIA

Registered Investment Advisory firm - (10/24/2016 Approved)

California

Registered Investment Advisory firm - (12/9/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/9/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NOBLE WEALTH MANAGEMENT, INC.

AJ SCHRYER FINANCIAL SERVICES, INC. | NOBLE WEALTH MANAGEMENT, INC.

CRD#: 169963 / SEC#: 801-108555

RIA

Registered Investment Advisory firm - (10/24/2016 Approved)

California

Registered Investment Advisory firm - (12/9/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/9/2016 Terminated)

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Contact information

Main Address

4299 Macarthur Blvd. Suite 100, Newport Beach, CA 92660

Mailing Address

Phone number

(888) 272-2008

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOBLE FORM ADV PART 2A OTA AMENDMENT 07152025 (7/15/2025)

Regulatory assets under management

Total Number of Accounts	660
AUM (Assets Under Management)	$ 212,887,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey L. Kaylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lynn Kaylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOBLE WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

NOBLE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

NOBLE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOBLE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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