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Jacque Gregory Lefore

Investment Adviser Representative at WOMACK WEALTH MANAGEMENT, INC.

Portland, ORCRD #2402769Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacque Gregory Lefore has worked in the securities industry since 2020. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in California and Oregon.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaOregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/28/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 10/5/1993
Series 7
General Securities Representative Examination
Passed 4/30/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/18/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.20%
Next $1,500,0001.00%
Next $1,000,0000.70%
Next $2,000,0000.50%
Next $45,000,0000.30%
Above $50,000,000
Source

Womack Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WOMACK WEALTH MANAGEMENT, INC.Current
7/8/2026Portland, OR
HERITAGE FAMILY STEWARDS, LLC
3/25/200512/31/2009Portland, OR
METLIFE SECURITIES INC.
6/3/20023/31/2003Lake Oswego, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View WOMACK WEALTH MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacque Gregory Lefore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jacque Gregory Lefore - Financial Advisor in Portland, OR | AdvisorFinder