Jacqueline French has been an investment adviser representative at CSP Financial Group since January 2023, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
- CSP Financial Group LLCCurrent– present · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 310819
Investment adviser representative registrations
Jacqueline French is registered as an investment adviser representative in 3 states. The first approvals date from February 2023; the most recent is New Mexico, in July 2026.
- ArizonaSince 3 February 2023
- New MexicoSince 7 July 2026
- TexasSince 31 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacqueline Jo French
- CRD
- 7681840
- Firm
- CSP Financial Group · CRD 310819
- Office
- Phoenix, AZ
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacqueline French work?
Jacqueline French is an investment adviser representative registered through CSP Financial Group LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jacqueline French a financial advisor?
Yes. Jacqueline French has a current investment-adviser registration in Arizona, New Mexico and Texas, through CSP Financial Group since January 2023.
How many years of experience does Jacqueline French have?
Jacqueline French has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Jacqueline French passed?
Jacqueline French passed the Series 65 in December 2022.
Where is Jacqueline French based?
Jacqueline French’s registered office is in Phoenix, AZ.
Is Jacqueline French registered with FINRA?
No. Jacqueline French has no current broker registration.
How can I verify Jacqueline French’s record?
Search CRD 7681840 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacqueline French’s full registration record.
