Jeff Richard 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Wills
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FORTHRIGHT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
11780 Northfall Lane Suite 303, Alpharetta, GA 30009Phone Number
(470) 395-4749# of Employees
10SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,922AUM (Assets Under Management)
$773,415,331Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FORTHRIGHT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/1/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2006About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 2008About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeff Richard Wills's CRS (Customer Relationship Summary).
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