Brian Johnston has been Managing Partner, Chief Investment Officer of Forthright Wealth Management since May 2015, is a control person of the firm and directly owns under 5% of it.
Forthright Wealth Management, LLC is an Alpharetta, GA firm with $773M under management, 575 clients and 6 advisers in one office, as of its August 2026 filing.
Brian P. Johnston is Chief Investment Officer and Managing Partner of ForthRight Wealth Management. As CIO he analyzes the economic and financial markets that affect clients' financial plans and portfolios, monitoring and researching macroeconomic risks and events. He has more than twenty years of financial planning experience.
Brian Johnston’s longest registration is the current one, 11 years at Forthright Wealth Management since 2015. Before joining Forthright Wealth Management in 2015, Brian Johnston was registered through Suntrust Investment Services, Inc. and Ameriprise Financial Services, Inc.
- – present · 11 yearsAlpharetta, GA · Adviser representative · Firm CRD 220515
- Suntrust Investment Services, Inc.– · 7 yearsAlpharetta, GA · Adviser representative · Firm CRD 17499
- Ameriprise Financial Services, Inc.– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Brian Johnston is registered as an investment adviser representative in 2 states. The first approvals date from June 2015; the most recent is Texas, in July 2019.
- GeorgiaSince 1 June 2015
- TexasSince 3 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 16 November 2007 |
| Series 66 | Uniform Combined State Law Examination | 23 December 2002 |
| Series 7 | General Securities Representative Examination | 3 December 2002 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Patrick Johnston
- CRD
- 4590332
- Firm
- Forthright Wealth Management · CRD 220515
- Role
- Managing Partner, Chief Investment Officer
- Office
- 11780 NORTHFALL LANE, SUITE 303, Alpharetta, GA 30009
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- forthrightwealthmanagement.com
Where does Brian Johnston work?
Brian Johnston has been Managing Partner, Chief Investment Officer of Forthright Wealth Management, LLC since May 2015, and is a control person of the firm.
Is Brian Johnston a financial advisor?
Yes. Brian Johnston has a current investment-adviser registration in Georgia and Texas, through Forthright Wealth Management since June 2015.
How many years of experience does Brian Johnston have?
Brian Johnston has 23 years in the financial industry, since December 2002, across 3 adviser firms.
What exams has Brian Johnston passed?
Brian Johnston has passed 5 licensing exams: the Series 7, Series 66, Series 26, Series 6TO and Series 99TO. The earliest, the Series 7, was passed in December 2002. FINRA credited Brian Johnston with the SIE, which began in October 2018.
Where did Brian Johnston work before Forthright Wealth Management?
Before Forthright Wealth Management, Brian Johnston was registered through Suntrust Investment Services, Inc., July 2007 to May 2015; Ameriprise Financial Services, Inc., April 2003 to July 2007.
Where is Brian Johnston based?
Brian Johnston’s registered office is in Alpharetta, GA.
Is Brian Johnston registered with FINRA?
Yes. Brian Johnston has a current broker registration, under CRD 4590332.
Source: FINRA BrokerCheck
How can I verify Brian Johnston’s record?
Search CRD 4590332 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Johnston’s full registration record.
