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Jeff Richard Wills

Forthright Wealth Management, LLC

Alpharetta, GA

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Current Employers
Forthright Wealth Management, Llc

11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-06-01
  • GA RA
    APPROVED
    Since 2015-06-01

Branch Locations

11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Forthright Wealth Management, Llc Alpharetta GA 05/2015 Present
Previous Registrations
  • 2008-03-18 → 2015-05-19
    Truist Investment Services, Inc.
    Atlanta, GA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
    Johns Creek, GA
    Alpharetta, GA
  • 2007-10-16 → 2008-02-07
    Wells Fargo Clearing Services, Llc
    Atlanta, GA
    Canton, GA
    Atlanta, GA
Other Businesses

2. Mr. Wills is 1/4 owner of the office suite at 5755 North Point Parkway, Suite 47, Alpharetta GA 30022 through Mr. Wills's LLC, JR Wills, LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-23
S63 Uniform Securities Agent State Law Examination 2006-06-08
  • S66 Uniform Combined State Law Examination
    2007-05-23
  • S63 Uniform Securities Agent State Law Examination
    2006-06-08
Other Names
  • Jeff Wills

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
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