John M. Ray

BIP WEALTH

Alpharetta, GA 30009

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CRD#: 5315572

Professional summary

John Marvin Ray JR., who also goes by John Marvin Ray Jr., is a registered financial advisor currently at BIP WEALTH, LLC located in Alpharetta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 5 firms and has passed the Series 66, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Marvin Ray Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Marvin Ray JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2014 - Present

BIP WEALTH, LLC

Office #1: 2500 Northwinds Pkwy Suite 250, Alpharetta, GA 30009

RIA

CRD#: 143208

Alpharetta, GA

Past

April 15, 2011 - September 12, 2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

SUWANEE, GA

Past

April 14, 2011 - September 12, 2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

SUWANEE, GA

Past

July 6, 2009 - April 4, 2011

BNY MELLON SECURITIES CORPORATION

RIA

CRD#: 231

ATLANTA, GA

Past

July 2, 2009 - April 4, 2011

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

August 1, 2007 - November 10, 2008

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

ATLANTA, GA

Past

July 19, 2007 - November 10, 2008

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/16/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/2007

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 6/5/2007

Futures Managed Funds Examination

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John M. Ray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Marvin Ray JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BNY MELLON SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2007

Series 7

Date: 7/17/2007

Series 31

Date: 6/5/2007

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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