Jennifer Barber-Uhri
Jennifer Barber-Uhri is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in West Dundee, IL, with 25 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
704 W Main St, West Dundee, IL, 60118
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Jennifer is a co-owner of Red But Blue Bit LLC, a software development/consulting company, but is not involved in its operations. Her husband's consulting income from this business is included on their taxes.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Tcf Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.