Jeffrey Lynn Kaylor

Employer firm

Noble Wealth Management, Inc. CRD 169963

$223M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING AND PORTFOLIO REVIEW SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1995 → 11/2023
  Kaylor Accountancy
  Irvine, CA
• 11/2023 → Present
  Noble Financial Advisors
  Newport Beach, CA

Other Businesses

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.

Designations

• Certified Financial Planner

Other Names

• Jeffrey Kaylor