Jeremy Shannon Forbis

Current Employers

Employment History

• 06/2012 → Present
  Lincoln Investment
  Memphis, TN

Previous Registrations

• 2004-03-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Cincinnati, OH

Other Businesses

HERITAGE STUDY GROUP POSITION: VICE PRESIDENT NATURE: STUDY GROUP INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2006 ADDRESS: 4603 W. STREETSBORO RD., RICHFIELD OH 44286 DESCRIPTION: OVERSEE GOVERNANCE MEETING AT BI-ANNUAL STUDY GROUP MEETINGS. HSA bank POSITION: they pay me a referral fee of $.50 per month per H.S.A account i refer to them. NATURE: HSA bank INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2016 ADDRESS: 605 North 8th St., Suite 320, Sheboygan, WI 53081 DESCRIPTION: they pay me a referral fee of $.50 per month per account i refer to them. JEREMY S. FORBIS POSITION: Agent NATURE: Fixed Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 2458 E. Joyce Blvd, Ste 8, Fayetteville AR 72703 DESCRIPTION: As a licensed health and life insurance agent I help people purchase life, health, disability, and long term care insurance. JEREMY S. FORBIS POSITION: Insurance Agent NATURE: Life Settlements INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2016 ADDRESS: 2458 E. Joyce Blvd., Ste 8, Fayetteville AR 72703 DESCRIPTION: Educating the client on life settlements and when it would be suitable assisting them with the process if need arises to sell unwanted or unneeded fixed life insurance or term insurance. MAKE A WISH FOUNDATION POSITION: Board Member Make-A-Wish Foundation of the Mid-South. NATURE: Granting Wishes for Life threatening illnesses INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2017 ADDRESS: 1780 Moriah Woods Blvd., Suite 10, Memphis TN 38117, United States DESCRIPTION: I will be present for major wish reveals, attending Board Meetings in person or virtually, and attending events to benefit this charity FORBIS FINANCIAL, LLC POSITION: Sole Member, Owner NATURE: Fixed Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/02/2019 ADDRESS: 2458 E. Joyce Blvd., Suite 8, Fayetteville AR 72703, United States DESCRIPTION: Fixed Insurance Agency owner and agent. Sales and service of fixed insurance. ANCHORPOINT FINANCIAL, LLC POSITION: Member, co-owner NATURE: Staff Services to Financial Advisers INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2013 ADDRESS: 2458 E. Joyce Blvd., Suite 8, Fayetteville AR 72703, United States DESCRIPTION: Management of Staff that serves financial advisers. ONE MILLION WELLS POSITION: Board Member. NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/05/2021 ADDRESS: 3016 Overland St., Round Rock TX 78681, United States DESCRIPTION: I help with fundraising and awareness. I also assist in making connections to other organizations that may benefit from the technology and service that One Million Wells provides.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-11

Designations