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Kate Jeffrey
Kate Jeffrey
Financial Advisor
Guided Portfolio Manager
660 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
tel: 949-717-5408
toll free: 801-046-3352
fax: 949-717-5333
Email Me
Welcome Education Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Education and Licensing
  • Master of Business Administration, 2004
    The Red McCombs School of Business
    The University of Texas at Austin
    Austin, TX
  • Bachelor of Journalism, 1991
    The University of Texas at Austin
    Austin, TX
Services
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • 529 Plans
  • Long Term Care Insurance
  • Alternative Investments
  • Business Planning
  • Lending Services
  • Estate Planning
  • Asset Management
  • Philanthropic Services
  • Qualified Plans
  • Cash Management
Bulletin Board
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • In our continuing effort to bring you the best thinking and analysis on investing, join us Tuesday, Nov. 17 at 4:00 p.m. ET, when Chief Investment Officer Jeff Applegate will host a client call with Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, will share with us his outlook for the global economy and the markets in what is sure to be a lively discussion.

    Participant Toll-Free Dial-In Number: (866) 502-2427
    Conference ID Number: 40144573
Kate Jeffrey is licensed in the following state(s): CA, FL, IL, KY, MO, NC, NV, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

Welcome to Morgan Stanley Smith Barney (pdf)

On the Markets (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
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