Erin Brooke Barr

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 11/2022
  Ubs Financial Services
  Akron, OH
• 11/2022 → Present
  Raymond James Financial Services, Inc
  Akron, OH
• 11/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Akron, OH
• 11/2022 → Present
  Momentum Wealth Partners
  Akron, OH

Previous Registrations

• 2020-09-10 → 2022-11-14
  Ubs Financial Services Inc.
  Akron, OH

Other Businesses

(1)Name of Business: Apex Detail & Tint Address: 1331 Buena Vista St NE, Canton, OH, 44714, United States Activity Type: Business Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Balance books for my husbands business. (2)Name of Business: Momentum Wealth Partners Address: 350 Springside Dr, Akron, OH, 44333-2688, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Staff

Exams

• S66 Uniform Combined State Law Examination
  2020-09-09

Other Names

• Erin Brooke Ruff
• Erin Brooke Edmundson
• Erin Brooke Barr
• Erin Barr