Janet Howard Wills

Employer firm

Wills Financial Group, LLC CRD 334431

$386M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Wills Financial Group, Llc

704 Libbie Avenue, Richmond, VA 23226 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-02-25
TX	RA	APPROVED	2025-02-25
VA	RA	APPROVED	2025-02-25

PA RA
APPROVED

Since 2025-02-25
TX RA
APPROVED

Since 2025-02-25
VA RA
APPROVED

Since 2025-02-25

Branch Locations

Richmond, VA • United States

Newton Square, PA • United States

704 Libbie Avenue, Richmond, VA 23226 • 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

Organization	City	State	From	To
Wills Financial Group, Inc.	Richmond	VA	03/1989	Present
Wills Financial Group, Llc	Richmond	VA	02/2025	Present

03/1989 → Present

Wills Financial Group, Inc.

Richmond, VA
02/2025 → Present

Wills Financial Group, Llc

Richmond, VA

Previous Registrations

1990-06-20 → 2025-03-05

Wills Financial Group

Richmond, VA

Richmond, VA

Newton Square, PA

Other Businesses

Three Sandals, LLC. Rental property. 704 Libbie Ave. Richmond, VA. 10% owner of LLC. Started in June 2005. Spend 1 hr/mth and 0 hours during trading hours. Ownership of rental home.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1990-06-01
S63	Uniform Securities Agent State Law Examination	1984-03-13

S65 Uniform Investment Adviser Law Examination

1990-06-01
S63 Uniform Securities Agent State Law Examination

1984-03-13

Designations

Certified Financial Planner

Other Names

Janet H Wills

View on SEC IAPD