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Jennifer Warder Migdal

Jennifer W. Migdal

COVE WEALTH MANAGEMENT
Albuquerque, NM 87112
Some features on this profile are disabled
CRD#: 4952120
Jennifer Warder Migdal

Professional summary

Jennifer Warder Migdal, CFP®, who also goes by J W Migdal, Jenny Migdal, Jennifer Warder, Jenny Warder, is a registered financial advisor currently at COVE WEALTH MANAGEMENT located in Albuquerque, New Mexico.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 3 firms and has passed the Series 65 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

J W Migdal | Jenny Migdal | Jennifer Warder | Jenny Warder

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Warder Migdal's CRS (Customer Relationship Summary).
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: 2008

Experience

Current

October 4, 2022 - Present

COVE WEALTH MANAGEMENT

Office #1: 2125 Wyoming Blvd Ne, Albuquerque, NM 87112
RIA
CRD#: 114236
Albuquerque, NM
Past

February 26, 2007 - December 31, 2022

FORTHRIGHT FINANCIAL PLANNING LLC

RIA
CRD#: 143287
ALBUQUERQUE, NM
Past

April 26, 2005 - December 21, 2005

ESSENTIAL FINANCIAL PLANNING, INC.

RIA
CRD#: 115731
ALBUQUERQUE, NM

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COVE WEALTH MANAGEMENT
COVE WEALTH MANAGEMENT | VALUED RETIREMENTS, INC. | VALUED RETIREMENTS | COVE WEALTH MANAGEMENT, INC.

CRD#: 114236 / SEC#: 801-127700

RIA
Registered Investment Advisory firm - (4/20/2023 Approved)
Louisiana
Registered Investment Advisory firm - (11/5/2012 Terminated)
New Mexico
Registered Investment Advisory firm - (6/7/2023 Terminated)
Texas
Registered Investment Advisory firm - (6/7/2023 Terminated)

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
New Mexico
(11/9/2022)
IAR
Texas
(10/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2005
Uniform Investment Adviser Law Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/14/2007
General Securities Principal Examination

Current Firm

CW
COVE WEALTH MANAGEMENT
COVE WEALTH MANAGEMENT | VALUED RETIREMENTS, INC. | VALUED RETIREMENTS | COVE WEALTH MANAGEMENT, INC.

CRD#: 114236 / SEC#: 801-127700

RIA
Registered Investment Advisory firm - (4/20/2023 Approved)
Louisiana
Registered Investment Advisory firm - (11/5/2012 Terminated)
New Mexico
Registered Investment Advisory firm - (6/7/2023 Terminated)
Texas
Registered Investment Advisory firm - (6/7/2023 Terminated)
Loading...

Contact information

Main Address
710 North Post Oak Road Suite 420, Houston, TX 77024-3894
Mailing Address
Phone number
(713) 821-3243
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COVE WM ADV 2A 3-12-2026 (3/13/2026)
COVE WM ADV 2A 3-6-2025 (3/13/2026)

Regulatory assets under management

Total Number of Accounts309
AUM (Assets Under Management)$ 190,117,019

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.

Company Information

COVE WEALTH MANAGEMENT

CRD#: 114236Albuquerque, NM 87112

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