Jacqueline Jo French

Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• PORTFOLIO ANALYSIS (MRI) SERVICES

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

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

Current Employers

Employment History

• 01/2023 → Present
  Csp Financial Group Llc
  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

• S65 Uniform Investment Adviser Law Examination
  2022-12-27

Other Names

• Jj French