Jack Marion Forehand

Employer firm

Validea Capital Management LLC CRD 130887

$55.3M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Validea Capital Management Llc

Fairfield, CT • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-21
CT	RA	APPROVED	2005-02-09

CA RA
APPROVED

Since 2025-05-21
CT RA
APPROVED

Since 2005-02-09

Branch Locations

Fairfield, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Reese Group Llc Dba Validea	West Hartford	CT	07/2003	Present
Validea Capital Management Llc	West Hartford	CT	02/2004	Present

07/2003 → Present

The Reese Group Llc Dba Validea

West Hartford, CT
02/2004 → Present

Validea Capital Management Llc

West Hartford, CT

Other Businesses

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