PlanFacts

Meet The Team - Jeff Currie

Nov 27, 2019


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. 

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

Newport Trust Company is a New Hampshire state-chartered trust company Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.