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Barbara Jean Ray

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC·SOUTH MIAMI, Florida
Series 7, Series 66Clean record23 years registeredBRIDGE GENERATIONS WEALTH MANAGEMENT LLC
5900 SW 73RD STREET, SOUTH MIAMI, FL 33143CRD# 4635209Firm CRD# 331683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Jean Ray · SOUTH MIAMI, FL
Registration
CRD #4635209 · BRIDGE GENERATIONS WEALTH MANAGEMENT LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

BRIDGE GENERATIONS WEALTH MANAGEMENT
Jul 2024 – present
FORUM FINANCIAL MANAGEMENT, LP
Nov 2018 – Jan 2025
MURRAY, UT
VANTAGE POINT ADVISORS, LLC
Sep 2004 – Jan 2019
MURRAY, UT
LINCOLN FINANCIAL ADVISORS CORPORATION
Jun 2003 – Aug 2004
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 19, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CRD 331683 · SEC 801-130597
AUM
$269M
Regulatory assets under management
Employees
6
482 client accounts
Services offered by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Barbara Jean Ray offer?
Barbara Jean Ray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH MIAMI, Florida for a consultation.
What are Barbara Jean Ray's credentials?
Barbara Jean Ray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jean Ray located?
Barbara Jean Ray is based in SOUTH MIAMI, Florida, working with BRIDGE GENERATIONS WEALTH MANAGEMENT LLC. Their office serves clients in the SOUTH MIAMI metropolitan area and surrounding communities.
How does Barbara Jean Ray charge for services?
Barbara Jean Ray's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGE GENERATIONS WEALTH MANAGEMENT LLC?
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

David Neil Smith
SOUTH MIAMI, FL

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