Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Model manager fees
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2
CT
08/12/2021 - Present
Validea Capital Management LLC (FAIRFIELD CT)
Active
Inactive
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