JR
Jeff Richard Wills
CRD 5131854
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Forthright Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Forthright Wealth Management, Llc
Managing Partner, Chief Operating Officer · Less than 5% · Oct 2024
-
Forthright Wealth Management, Llc
Sole Member · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗