Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Barber-uhri is a financial advisor with over 20 years of experience in the financial services industry. Jennifer has a wide range of experience in the industry, having worked with firms such as J.P. Morgan Securities LLC, BMO Harris Financial Advisors, Inc., and Chase Investment Services Corp. Jennifer currently works at U.S. Bancorp Investments, Inc. in West Dundee, Illinois. She is a registered representative of the firm, and holds a number of licenses and designations, including Series 6, 7, 24, 52, 53, 63, and 66. Jennifer specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
03/23/2020 - Present
U.s. Bancorp Investments, Inc. (WEST DUNDEE IL)
IL
09/22/2015 - 05/04/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
07/30/2015 - 09/23/2015
J.P. MORGAN SECURITIES LLC (SAINT CHARLES IL)
IL
10/01/2012 - 07/15/2015
J.P. MORGAN SECURITIES LLC (AURORA IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ST. CHARLES IL)
IL
09/08/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/14/1998 - 09/02/1998
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 10/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2012
Series 4 - Registered Options Principal Examination
BC
Issued 05/19/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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