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Gregory Edward Jones

Forward Investment Advisors, Inc.

Madison, WI

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Current Employers
Forward Investment Advisors, Inc.

702 N High Point Road, Suite 202, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-11-18
  • WI RA
    APPROVED
    Since 2024-11-18

Branch Locations

702 N High Point Road, Suite 202, Madison, WI 53717 • 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
Forward Investment Advisors, Inc. Madison WI 11/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-09
  • S65 Uniform Investment Adviser Law Examination
    1999-11-09

View on SEC IAPD

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EAGLE STRATEGIES LLC · MADISON, WI
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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