Unclaimed Profile

Jennifer Goff Barry

AARON WEALTH ADVISORS LLC·CHICAGO, Illinois

SIE, Series 3, Series 7, Series 24, Series 63CFP CFAClean record5 years registeredAARON WEALTH ADVISORS LLC

515 N. STATE ST., CHICAGO, IL 60654CRD# 2362182Firm CRD# 298079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Goff Barry · CHICAGO, IL

Registration

CRD #2362182 · AARON WEALTH ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

AARON WEALTH ADVISORS

Jan 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Registration record

First registered · January 12, 2021

Years registered · 5

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AARON WEALTH ADVISORS LLC

CRD 298079 · SEC 801-113938

AUM

$2.0B

Regulatory assets under management

Employees

1,064 client accounts

Services offered by AARON WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AARON WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Goff Barry offer?

Jennifer Goff Barry specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Jennifer Goff Barry's credentials?

Jennifer Goff Barry holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Goff Barry located?

Jennifer Goff Barry is based in CHICAGO, Illinois, working with AARON WEALTH ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jennifer Goff Barry charge for services?

Jennifer Goff Barry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AARON WEALTH ADVISORS LLC?

AARON WEALTH ADVISORS LLC has approximately 16 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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