Jacque Gregory Lefore
Investment adviser representative at Womack Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$406.9MFirm assets
Are you Jacque Gregory Lefore? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Womack Wealth Management, Inc.May 2026 to now
- Outsource Financial Planning, LLCMay 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Womack Wealth Management, Inc.
$406.9MAssets managed
198Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2402769
- Firm CRD
- 146126