Jeff Richard Wills
Investment adviser representative at Forthright Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$773.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Forthright Wealth Management, LLCMay 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
Forthright Wealth Management, LLC
$773.4MAssets managed
575Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5131854
- Firm CRD
- 220515