Unclaimed Profile

Jennifer Lynn Barber-Uhri

BMO HARRIS FINANCIAL ADVISORS, INC·CHICAGO, Illinois

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 6621 years registeredBMO HARRIS FINANCIAL ADVISORS, INC

115 S LASALLE STREET, CHICAGO, IL 60603CRD# 3052907Firm CRD# 137115

Profile Verification

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

Identity

Jennifer Lynn Barber-Uhri · CHICAGO, IL

Registration

CRD #3052907 · BMO HARRIS FINANCIAL ADVISORS, INC · 21 years registered

Brand Profile

Not yet started

Career History

U.S. BANCORP ADVISORS, LLC

Feb 2026 – present

U.S. BANCORP INVESTMENTS, INC.

Mar 2020 – Feb 2026

WEST DUNDEE, IL

BMO HARRIS FINANCIAL ADVISORS, INC

Sep 2015 – May 2018

CHICAGO, IL

J.P. MORGAN SECURITIES LLC

Jul 2015 – Sep 2015

SAINT CHARLES, IL

J.P. MORGAN SECURITIES LLC

Oct 2012 – Jul 2015

AURORA, IL

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Oct 2012

ST. CHARLES, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · July 6, 2005

Years registered · 21

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BMO HARRIS FINANCIAL ADVISORS, INC

CRD 137115 · SEC 801-64847

AUM

$5.1B

Regulatory assets under management

Employees

17,043 client accounts

Services offered by BMO HARRIS FINANCIAL ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BMO HARRIS FINANCIAL ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Jennifer Lynn Barber-Uhri offer?

Jennifer Lynn Barber-Uhri specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Jennifer Lynn Barber-Uhri's credentials?

Jennifer Lynn Barber-Uhri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lynn Barber-Uhri located?

Jennifer Lynn Barber-Uhri is based in CHICAGO, Illinois, working with BMO HARRIS FINANCIAL ADVISORS, INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jennifer Lynn Barber-Uhri charge for services?

Jennifer Lynn Barber-Uhri's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMO HARRIS FINANCIAL ADVISORS, INC?

BMO HARRIS FINANCIAL ADVISORS, INC has approximately 35 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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