Jeff R. Wills
Professional summary
Jeff Richard Wills, who also goes by Jeff Wills, is a registered financial advisor currently at FORTHRIGHT WEALTH MANAGEMENT, LLC located in Alpharetta, Georgia.
Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeff has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Richard Wills's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2015 - Present
FORTHRIGHT WEALTH MANAGEMENT, LLC
Office #1: 5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022March 18, 2008 - May 19, 2015
TRUIST INVESTMENT SERVICES, INC.
March 12, 2008 - May 19, 2015
TRUIST INVESTMENT SERVICES, INC.
October 16, 2007 - February 7, 2008
WELLS FARGO CLEARING SERVICES, LLC
June 6, 2006 - February 7, 2008
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD#: 220515 / SEC#: 801-96202
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2015)
Exams
Current Firm
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD#: 220515 / SEC#: 801-96202
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,779 |
| AUM (Assets Under Management) | $ 663,769,999 |
Red Flags
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