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Jennifer Warder Migdal

Cove Wealth Management

Houston, TX

Albuquerque, NM

CRD 4952120

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Employer firm

Cove Wealth Management CRD 114236

$190M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

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
  • Certified Financial Planner
Other Names
  • Jenny Migdal
  • J W Migdal
  • Jennifer Warder
  • Jenny Warder

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

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

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