Top Content Curve
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
My Story
Being a Financial Advisor is all about building relationships with clients. By learning more about you and your needs, I am able to offer more personalized advice and service. Please read below to learn more about me.
Kate has a unique combination of professional experience as a financial services executive and strategic marketing consultant that allows her to provide top-quality wealth management advice to her clients. 

She formerly served as a strategic advisor to Fortune 500 companies, non-profit organizations, U.S. Senators, state Governors, and the Speaker of the Texas House of Representatives.

This high-level consultative background helps Kate to develop strategic, holistic investment strategies for her clients while providing top-tier customer service.

Kate received a Masters of Business Administration from the McCombs School of Business at the University of Texas at Austin, and holds a Bachelors of Journalism with Honors from the University of Texas at Austin as well.

Originally from Texas, Kate now lives in Orange County, California, with her family.

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.
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]