Investment adviser representative · Barr CPA LLC
Yaakov Barr-Zvulun
CRD 6314831 · Ridgewood, NJ
At a glance
Yaakov Barr-Zvulun is an investment adviser representative with Barr CPA LLC in Ridgewood, NJ, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Personal Financial Specialist.
Current advisory firm
- Barr CPA LLCSince January 2026Ridgewood, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- –
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Yaakov’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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