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John Joseph Ellis

Managing Partner And Chief Technology OfficerForthright Wealth Management, LLCCRD 5422812

About John Joseph Ellis

John Joseph Ellis is listed as Managing Partner And Chief Technology Officer at Forthright Wealth Management, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%. John Joseph Ellis is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Forthright Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Joseph Ellis work?

John Joseph Ellis is listed as Managing Partner And Chief Technology Officer at Forthright Wealth Management, LLC on SEC Form ADV.

How much of Forthright Wealth Management, LLC does John Joseph Ellis own?

Form ADV reports a beneficial ownership band of Under 5%.

Forthright Wealth Management, LLC

TitleManaging Partner And Chief Technology Officer
OwnershipUnder 5%
Control personYes
Since2018

Forthright Wealth Management, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2018