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Jack Marion Forehand

Validea Capital Management LLC

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About Jack Marion Forehand

Jack Marion Forehand is a Certified Financial Planner and Chartered Financial Analyst registered in California, Colorado, Connecticut and Virginia. Jack has been in the industry since 2003. Jack currently works with Validea Capital Management LLC and is a consultant for Validea.com. Jack provides investment research, technical lead and product development for Validea.com. Jack manages portfolios for individuals and provides financial planning services. Jack primarily works with high-net-worth individuals and other individuals.

Firm Information

Jack Forehand is currently registered with Validea Capital Management LLC. Validea Capital Management LLC is an investment advisor that provides financial planning and portfolio management services for individuals and high-net-worth individuals. They have a total of 62 accounts with $43,486,712 in regulatory assets under management.

$43.49M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model manager fees

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Jack Forehand’s Registration & Firm History

CT

08/12/2021 - Present

Validea Capital Management LLC (FAIRFIELD CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Marion Forehand.
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