Barbara Jean Ray
Investment adviser representative at Bridge Generations Wealth Management
23 yearsExperience
2 statesRegistered in
PFSDesignation
$259.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Bridge Generations Wealth Management LLCMay 2024 to now
- Vantage ConsultingJan 2022 to now
- Forum Financial Management, LPOct 2018 to Jan 2025
- Vantage Point Advisors, LLCJan 2003 to Jan 2019
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Bridge Generations Wealth Management
Legal name: Bridge Generations Wealth Management LLC
$259.8MAssets managed
171Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4635209
- Firm CRD
- 331683