AdvisorFacts

Meet The Team - Jeff Currie


Jeff Currie
Vice President, Client Services

Jeff has over 23 years of experience in the non-qualified retirement industry. Prior to joining Newport Group, he held a number of leadership positions at Clark Consulting and Principal Financial Group including Vice President, Client Services at Clark and Director, Client Services at Principal. In these roles he was responsible for establishing and maintaining relationships with nonqualified clients to ensure accurate and timely delivery of retirement plan administrative services. 

Jeff earned his bachelor’s degree in accounting from Stephen F. Austin University. He also has Series 6 and Series 63 securities licenses as well as his General Lines insurance license in the state of Texas.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.