Jack Forehand (CRD# 4773204) is an Investment Advisor Representative working at Validea Capital Management LLC in West Hartford, CT and has 1 year of experience in the finance industry. Jack Forehand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Validea Capital Management LLC | West Hartford, CT | Feb 2004 - Current | 20 |
| The Reese Group Llc Dba Validea | West Hartford, CT | Jul 2003 - Current | 20 |
- CA
- CO
- CT
- VA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$701,399
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, VA
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