Jack Forehand
Validea Capital Management · Fairfield, Connecticut
Jack Forehand is a fee-only financial advisor at Validea Capital Management in Fairfield, Connecticut, who holds the CFP and CFA credentials. Validea Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Validea Capital Management |
|---|---|
| Based in | Fairfield, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $55.3M across 36 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, CT · CRD 4773204 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.signalbridgewealth.com |
How Jack's firm compares
- Validea Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Jack
Is Jack Forehand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Validea Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, Validea Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jack Forehand based?
Jack Forehand is based in Fairfield, Connecticut.
What credentials does Jack Forehand hold?
Jack Forehand holds the CFP and CFA credentials.
Is Jack Forehand registered with the SEC?
Yes. Jack Forehand is registered as an investment adviser representative in CA and CT (CRD 4773204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Validea Capital Management manage?
Validea Capital Management reports $55.3M across 36 accounts in assets under management.
How do I contact Jack Forehand?
Through Jack's website, www.signalbridgewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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