Unclaimed
Jennifer Barry is a financial advisor with Aaron Wealth Advisors. Jennifer has been in the financial industry since 1997, and has experience working with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, and corporations. Jennifer is a Certified Financial Planner and a Chartered Financial Analyst, and has a strong understanding of financial planning, investment management, and other related services. Jennifer provides financial consulting services to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/12/2021 - Present
Aaron Wealth Advisors (CHICAGO IL)
IL
11/28/1997 - 12/09/2020
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
10/30/1996 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 11/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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