Jacque Gregory Lefore

Current Employers

Womack Wealth Management, Inc.

904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-08
OR	RA	APPROVED	2026-07-08

CA RA
APPROVED

Since 2026-07-08
OR RA
APPROVED

Since 2026-07-08

Branch Locations

Portland, OR • United States

904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Outsource Financial Planning, Llc	Portland	OR	05/2014	Present
Womack Wealth Management	Manhattan Beach	CA	05/2026	Present

05/2014 → Present

Outsource Financial Planning, Llc

Portland , OR
05/2026 → Present

Womack Wealth Management

Manhattan Beach, CA

Previous Registrations

2005-03-25 → 2009-12-31

Heritage Family Stewards, Llc

Portland, OR
2002-06-03 → 2003-03-31

Msi Financial Services, Inc.

Lake Oswego, OR

Other Businesses

BUSINESS NAME: Outsource Financial Planning, LLC NON INVESTMENT RELATED BUSINESS. ADDRESS: 14987 NW TWINFLOWER DR., PORTLAND, OR 97229 PROVIDE FINANCIAL PLAN DESIGN SERVICES FOR FINANCIAL ADVISORS. PRESIDENT OF LEFORE CONSULTING, LLC DEVOTE APPROXIMATELY 40 HOURS A MONTH TO THIS BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-06-28
S63	Uniform Securities Agent State Law Examination	1993-10-05

S65 Uniform Investment Adviser Law Examination

1999-06-28
S63 Uniform Securities Agent State Law Examination

1993-10-05

Designations

View on SEC IAPD