Josef David Barr

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 04/2023 → 07/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2018 → 10/2021
  Our Saviors Church
  Lafayette, LA
• 05/2014 → 05/2018
  Crossing Place Church
  Morgan City, LA
• 10/2021 → 04/2023
  Josef Barr
  Lafayette, LA
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 01/2021 → 08/2022
  Manna University
  Fayetteville, NC
• 08/2024 → Present
  Bank Of America, N.A.
  Austin, TX

Previous Registrations

• 2024-07-03 → 2024-07-31
  Charles Schwab & Co., Inc.
  Westlake, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02
• S63 Uniform Securities Agent State Law Examination
  2023-08-09