Jacquie Kathleen Lemarr

Employer firm

Cs Planning Corp CRD 149937

$1.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2016 → 04/2017
  Majestic Marketplace
  Flagstaff, AZ
• 08/2016 → 05/2017
  Nau Athletic Department
  Flagstaff, AZ
• 12/2013 → 06/2017
  Nau Student
  Flagstaff, AZ
• 09/2017 → 10/2018
  M. S. Howells & Co.
  Scottsdale, AL
• 08/2018 → Present
  Cyclebar
  Scottsdale, AZ
• 05/2021 → 12/2021
  Charles Schwab
  Phoenix, AZ
• 05/2017 → 09/2017
  Nike Golf Academy
  Pebble Beach, CA
• 05/2018 → 05/2019
  Nike Golf Academy
  Pebble Beach, CA
• 08/2019 → 05/2021
  Arizona State Athletic Department/Law School
  Tempe, AZ
• 01/2022 → Present
  Cs Planning Corp.
  Portland, OR
• 01/2022 → Present
  Redstone Capital Management, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-07
• S63 Uniform Securities Agent State Law Examination
  2021-07-31

Other Names

• Jacquie Lemarr
• Jacqueline Lemarr