Owner · Form Wealth Advisors, LLC
Jenny Ray
CRD 8053310 · Named on Form ADV at one SEC-registered adviser
At a glance
Form Wealth Advisors, LLC, an SEC-registered wealth manager based in Lake Geneva, WI with $1.1 billion in regulatory assets, lists Jenny Ray on its Form ADV as Owner, a control person.
Firms and roles
- Form Wealth Advisors, LLCOwnerWealth manager · Lake Geneva, WI · $1.1B in regulatory assets
AtlasMembers
Jenny’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Tyson J. RayCEO, Form Wealth Advisors, LLC
- Kimberly S. CochenourChief Compliance Officer & Chief Operations Officer, Form Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jenny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.