Jeff Wills has been Managing Partner, Chief Operating 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.
Jeff Wills’ longest registration is the current one, 11 years at Forthright Wealth Management since 2015. Before joining Forthright Wealth Management in 2015, Jeff Wills was registered through Suntrust Investment Services, Inc. and Wachovia Securities, LLC.
- – present · 11 yearsAlpharetta, GA · Adviser representative · Firm CRD 220515
- Suntrust Investment Services, Inc.– · 7 yearsAlpharetta, GA · Adviser representative · Firm CRD 17499
- Wachovia Securities, LLC– · under a yearDecatur, GA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jeff Wills is registered as an investment adviser representative in Georgia, since June 2015.
- GeorgiaSince 1 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 7 April 2008 |
| Series 66 | Uniform Combined State Law Examination | 23 May 2007 |
| Series 7 | General Securities Representative Examination | 30 April 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 June 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeff Richard Wills
- CRD
- 5131854
- Firm
- Forthright Wealth Management · CRD 220515
- Role
- Managing Partner, Chief Operating Officer
- Office
- 11780 NORTHFALL LANE, SUITE 303, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeff Wills work?
Jeff Wills has been Managing Partner, Chief Operating Officer of Forthright Wealth Management, LLC since May 2015, and is a control person of the firm.
Is Jeff Wills a financial advisor?
Yes. Jeff Wills has a current investment-adviser registration in Georgia, through Forthright Wealth Management since June 2015.
How many years of experience does Jeff Wills have?
Jeff Wills has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Jeff Wills passed?
Jeff Wills has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 26. The earliest, the Series 6, was passed in June 2006. FINRA credited Jeff Wills with the SIE, which began in October 2018.
Where did Jeff Wills work before Forthright Wealth Management?
Before Forthright Wealth Management, Jeff Wills was registered through Suntrust Investment Services, Inc., March 2008 to May 2015; Wachovia Securities, LLC, October 2007 to February 2008.
Where is Jeff Wills based?
Jeff Wills’ registered office is in Alpharetta, GA.
Is Jeff Wills registered with FINRA?
No. Jeff Wills has no current broker registration.
How can I verify Jeff Wills’ record?
Search CRD 5131854 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeff Wills’ full registration record.
