Jennifer Barber-UhriCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|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|
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
Total Assets Under Management14,693MILLIONS
Total Number of Accounts56,384ACCOUNTS
Average Account Value$260,580
- A percentage of assets under your management
- 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
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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