Jack M. Forehand

VALIDEA CAPITAL MANAGEMENT LLC

West Hartford, CT

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CRD#: 4773204

Professional summary

Jack Marion Forehand, CFP® is a registered financial advisor currently at VALIDEA CAPITAL MANAGEMENT LLC located in West Hartford, Connecticut.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jack has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

the name of the other business; Validea.com whether the business is investment-related; investment research the address of the other business; 363 Ridgewood Rd, West Hartford, CT 06107 the nature of the other business; consultant your position; consultant title, or relationship with the other business; business development and education the start date of your relationship; 07/2003 the approximate number of hours/month you devote to the other business; 30 the number of hours you devote to the other business during securities trading hours; 2 and briefly describe your duties relating to the other business; technical lead, product development

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Marion Forehand's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 9, 2005 - Present

VALIDEA CAPITAL MANAGEMENT LLC

RIA

CRD#: 130887

West Hartford, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/31/2021)

IAR

Colorado
(9/10/2021)

IAR

Connecticut
(2/9/2005)

IAR

Virginia
(8/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VALIDEA CAPITAL MANAGEMENT LLC

CRD#: 130887 / SEC#: 801-66767

RIA

Registered Investment Advisory firm - (6/30/2021 Terminated)

California

Registered Investment Advisory firm - (8/31/2021 Approved)

Colorado

Registered Investment Advisory firm - (9/3/2021 Approved)

Connecticut

Registered Investment Advisory firm - (6/29/2021 Approved)

New York

Registered Investment Advisory firm - (6/14/2006 Terminated)

Virginia

Registered Investment Advisory firm - (8/12/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Fairfield, CT

Mailing Address

Phone number

(800) 730-3457

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 45,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jack M. Forehand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Marion Forehand's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIDEA CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

VALIDEA CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALIDEA CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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