Barbara Jean Ray
Investment Adviser Representative at Bridge Generations Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Barbara Jean Ray is an investment adviser representative with Bridge Generations Wealth Management in Millcreek, UT, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Forum Financial Management, LP and Vantage Point Advisors, LLC. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Utah.
Registrations & licenses
- Investment adviser:
- Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Vantage Point Advisors, LLCJan 2003 – Jan 2019Murray, UT
- Forum Financial Management LPOct 2018 – Jan 2025Lombard, IL
- Vantage ConsultingJan 2022 – no end date reportedMurray, UT
- Forum Financial Management, LPOct 2018 – Sep 2023Lombard, IL
- Bridge Generations Wealth Management LLCMay 2024 – no end date reportedSouth Miami, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bridge Generations Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Bridge Generations offers financial planning, investment management, tax and estate planning, and professional collaboration with CPAs and attorneys. Specific services include financial position analysis, risk management, wealth accumulation, tax management, retirement planning, and estate planning, delivered through a customized Private CFO process.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- South Miami, FL
- SEC file number:
- 801-130597
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barbara Jean Ray has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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