Jeff Richard Wills
Managing Partner, Chief Operating OfficerForthright Wealth Management, LLCCRD 5131854
About Jeff Richard Wills
Jeff Richard Wills is listed as Managing Partner, Chief Operating Officer at Forthright Wealth Management, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%. Jeff Richard Wills is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Forthright Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeff Richard Wills work?
Jeff Richard Wills is listed as Managing Partner, Chief Operating Officer at Forthright Wealth Management, LLC on SEC Form ADV.
How much of Forthright Wealth Management, LLC does Jeff Richard Wills own?
Form ADV reports a beneficial ownership band of Under 5%.
Forthright Wealth Management, LLC
| Title | Managing Partner, Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Forthright Wealth Management, LLC
| Title | Sole Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2015 |