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Jennifer Goff Barry

Aaron Wealth Advisors

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About Jennifer Goff Barry

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.

Firm Information

Jennifer Barry is currently registered with Aaron Wealth Advisors. Aaron Wealth Advisors is a registered investment advisor located in Chicago, IL. They provide a variety of advisory services including portfolio management for individuals, businesses, and charitable organizations. With a focus on financial consulting, they manage over $1.9 billion in assets for clients. They have a team of 12 investment advisors with experience in serving high-net-worth individuals, insurance companies, pension plans, and corporations. They are known for their commitment to personalized financial planning and providing tailored investment strategies to help clients achieve their financial goals.
Aaron Wealth Advisors

515 N. STATE ST.

CHICAGO, IL 60654

$1.95B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Barry’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Goff Barry.
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