John
Ellis
Forthright Wealth Management, LLC
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About this Advisor
John Ellis is a certified financial planner operating out of Alpharetta, Georgia, with a total of 8 years of industry experience. Ellis currently works for Forthright Wealth Management, LLC. Their career trajectory has included roles at Pnc Investments, Suntrust Investment Services, Inc, Suntrust Bank, Pnc Bank, Game On! Alpharetta LLC, Purshe Kaplan Sterling Investments and Forthright Wealth Management. Ellis holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Forthright Wealth Management, LLC is a financial advisory company that has its headquarters in Alpharetta, GA. It administers $515 million in assets among its 1,566 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,566 client accounts, 40% are associated with high-net-worth investors who have more than $1 million in investable assets. Forthright Wealth Management, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which service is provided. However, fees billed by Forthright Wealth Management, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forthright Wealth Management, LLC Brokerage Details
$515,147,737
8
1,566
$328,958
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Ellis Work History
John has been registered as a financial advisor for 8 years.*
Purshe Kaplan Sterling Investments
Forthright Wealth Management
Suntrust Investment Services, Inc
Suntrust Investment Services, Inc
Suntrust Bank
Pnc Investments
Pnc Bank
Game On! Alpharetta LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forthright Wealth Management, LLC
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
