Jacque Gregory Lefore

Employer firm

Womack Wealth Management, Inc. CRD 146126

$407M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

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

Designations

• Certified Financial Planner