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Inactive

Jacqueline Jo French

Csp Financial Group LLC

Phoenix, AZ

Scottsdale, AZ

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Current Employers
Csp Financial Group Llc

14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-07-07
TX RA APPROVED 2024-01-31
AZ RA APPROVED 2023-02-03
  • NM RA
    APPROVED
    Since 2026-07-07
  • TX RA
    APPROVED
    Since 2024-01-31
  • AZ RA
    APPROVED
    Since 2023-02-03

Branch Locations

Phoenix, AZ • United States

14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • 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
OrganizationCityStateFromTo
Csp Financial Group Llc Scottsdale AZ 01/2023 Present
Self-Employed License At Homesmart Phoenix AZ 11/2016 12/2024
Homemaker Sandpoint ID 11/2012 11/2016
Jacqueline Jo French, Sole Proprietor Phoenix AZ 08/2022 Present
Jacqueline Jo French Phoenix AZ 12/2024 Present
  • 01/2023 → Present
    Scottsdale, AZ
  • 11/2016 → 12/2024
    Self-Employed License At Homesmart
    Phoenix, AZ
  • 11/2012 → 11/2016
    Homemaker
    Sandpoint, ID
  • 08/2022 → Present
    Jacqueline Jo French, Sole Proprietor
    Phoenix, AZ
  • 12/2024 → Present
    Jacqueline Jo French
    Phoenix, AZ
Other Businesses

Jacqueline Jo French, Sole Proprietor; Investment Related; Phoenix, AZ; Insurance Agent; Fixed Insurance Sales; Started 08/2022; Approximately 8 hours spent per month during securities trading hours. Jacqueline Jo French, Sole Proprietor; Not Investment Related; Phoenix, AZ; Realtor (Inactive); Home sales; Started 12/2024; Approximately 0 hours spent per month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-27
  • S65 Uniform Investment Adviser Law Examination
    2022-12-27
Other Names
  • Jj French

View on SEC IAPD

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