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Jennifer Warder Migdal

Cove Wealth Management

Houston, TX

Albuquerque, NM

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Current Employers
Cove Wealth Management

710 North Post Oak Road Suite 420, Houston, TX 77024-3894 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-11-09
TX RA APPROVED 2022-10-04
  • NM RA
    APPROVED
    Since 2022-11-09
  • TX RA
    APPROVED
    Since 2022-10-04

Branch Locations

710 North Post Oak Road Suite 420, Houston, TX 77024-3894 • United States

2125 Wyoming Blvd Ne, Albuquerque, NM 87112 • 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
OrganizationCityStateFromTo
Forthright Financial Planning Llc Albuquerque NM 01/2007 Present
Valued Retirements Houston TX 10/2022 Present
  • 01/2007 → Present
    Forthright Financial Planning Llc
    Albuquerque, NM
  • 10/2022 → Present
    Valued Retirements
    Houston, TX
Previous Registrations
  • 2007-02-26 → 2022-12-31
    Forthright Financial Planning Llc
    Albuquerque, NM
  • 2005-04-26 → 2005-12-21
    Essential Financial Planning, Inc.
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-08
  • S65 Uniform Investment Adviser Law Examination
    2005-04-08
Designations
Other Names
  • Jenny Migdal
  • J W Migdal
  • Jennifer Warder
  • Jenny Warder

View on SEC IAPD

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TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
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