Jeffrey L. Kilpatrick
Professional summary
Jeffrey Lynne Kilpatrick, who also goes by Jeffrey Lynn Kilpatrick, is a registered financial advisor currently at NEWPORT SECURITIES CORPORATION located in Temecula, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Jeffrey has worked at 2 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 27, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lynne Kilpatrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2001 - Present
NEWPORT SECURITIES CORPORATION
June 16, 1980 - August 25, 2015
NEWPORT SECURITIES CORPORATION
December 5, 1977 - July 19, 1980
SUTRO & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2001)
Exams
Series 55
Date: 6/4/1999
Limited Representative-Equity Trader ExamCurrent Firm
NEWPORT SECURITIES CORPORATION
CRD#: 8250 / SEC#: , 8-24805
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 80,736,049 |
Disclosures
| Regulatory Event | 6 |
Red Flags
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