Investment adviser representative · Forward Wealth
Jeffrey Wray
CRD 6645528 · Lone Tree, CO
At a glance
Jeffrey Wray is an investment adviser representative with Forward Wealth in Lone Tree, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2021, about 5 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Forward WealthSince July 2026Lone Tree, CO · $111M in regulatory assets
- AqiSince July 2026Lone Tree, CO · $108M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Forward Wealth
- Austin ChambersLone Tree
- Boman B. StaceyLone Tree
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