Jennifer Barber-Uhri, financial advisor West Dundee IL

Jennifer Barber-Uhri

CRD Number: 3052907
Current Firm: U.s. Bancorp Investments, Inc.

Jennifer Barber-Uhri (CRD# 3052907) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in West Dundee, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. West Dundee, IL Mar 2020 - Current 2
U.s. Bank West Dundee, IL Feb 2020 - Current 2
Unemployed South Elgin, IL May 2018 - Feb 2020 1
Bmo Harris Financial Advisors, Inc. Chicago, IL Sep 2015 - May 2018 2
J.p. Morgan Securities LLC St. Charles, IL Oct 2012 - Sep 2015 2
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jennifer L. Barber-Uhri
Phone Number: 800-888-4700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,693
    MILLIONS
  • Total Number of Accounts
    56,384
    ACCOUNTS
  • Average Account Value
    $260,580
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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