Jennifer Migdal has been an investment adviser representative at Valued Retirements since October 2022, and is not listed among the firm’s executive officers or direct owners. Jennifer Migdal studied at United States Air Force Academy.
Valued Retirements, Inc. is a Houston, TX firm with $190M under management, 91 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Jenny Migdal leads the Cove Wealth Management Southwest office in Albuquerque, New Mexico, and has nearly 20 years of experience. She is a former physicist and a graduate of the US Air Force Academy, and she founded Forthright Financial Planning in 2007 before joining the team.
Jennifer Migdal’s longest registration was 15 years at Forthright Financial Planning LLC (2007–2022). Before joining Valued Retirements in 2022, Jennifer Migdal was registered through Forthright Financial Planning LLC and Essential Financial Planning, Inc.
- Cove Wealth ManagementCurrent– present · 4 yearsAlbuquerque, NM · Adviser representative · Firm CRD 114236
- Forthright Financial Planning LLC– · 15 yearsAlbuquerque, NM · Adviser representative · Firm CRD 143287
- Essential Financial Planning, Inc.– · under a yearAlbuquerque, NM · Adviser representative · Firm CRD 115731
Professional designations
Listed by Valued Retirements
- CFP®
- CKA®
Investment adviser representative registrations
Jennifer Migdal is registered as an investment adviser representative in 2 states. The first approvals date from October 2022; the most recent is New Mexico, in November 2022.
- New MexicoSince 9 November 2022
- TexasSince 4 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 14 February 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2005 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer Warder Migdal
- CRD
- 4952120
- Firm
- Valued Retirements · CRD 114236
- Office
- 2125 Wyoming Blvd NE, Albuquerque, NM 87112
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- covewm.com
Where does Jennifer Migdal work?
Jennifer Migdal is an investment adviser representative registered through Valued Retirements, Inc. since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Migdal a financial advisor?
Yes. Jennifer Migdal has a current investment-adviser registration in New Mexico and Texas, through Valued Retirements since October 2022.
How many years of experience does Jennifer Migdal have?
Jennifer Migdal has 20 years in the financial industry, since June 2006, across 3 adviser firms.
What exams has Jennifer Migdal passed?
Jennifer Migdal has passed 2 licensing exams: the Series 65 and Series 24. The earliest, the Series 65, was passed in April 2005.
Where did Jennifer Migdal work before Valued Retirements?
Before Valued Retirements, Jennifer Migdal was registered through Essential Financial Planning, Inc., April 2005 to December 2005.
Where is Jennifer Migdal based?
Jennifer Migdal’s registered office is in Albuquerque, NM.
Is Jennifer Migdal registered with FINRA?
No. Jennifer Migdal has no current broker registration.
Is Jennifer Migdal a CFP?
Valued Retirements lists Jennifer Migdal with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jennifer Migdal’s record?
Search CRD 4952120 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Migdal’s full registration record.
