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Jennifer Barber Uhri

Advisor at U.S. Bancorp Advisors, LLC

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U.S. Bancorp Advisors, LLC logo

Firm

U.S. Bancorp Advisors, LLC

Location

West Dundee, IL 60118

Credentials

Series 63, Series 66

Industry experience

25 years

Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.60% $1,000,001 - $3,000,000: 1.35% $3,000,001 - $5,000,000: 1.10% $5,000,001+: 1.10%

Other

Account minimum: $25,000 minimum for most programs, with some programs requiring higher minimums up to $500,000

Work history

U.S. Bancorp Advisors, LLC

2026 - Present (1 year)

U.S. Bancorp Investments, Inc.

2020 - Present (6 years)

U.S. Bank

2020 - Present (6 years)

Unemployed

2018 - 2020 (2 years)

BMO Harris Financial Advisors, Inc.

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Lawrence G

CFP®, ChFC®, Series 66

Crystal Lake, IL

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Brian S

Series 66

Schaumburg, IL

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Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

General retirement planning Wealth management Long-term care insurance College savings (529s, UTMA, etc.) Parents

Jeremy K

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Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Inheritance planning Business ownership considerations Founder/Business Owner

Tyler S

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Elgin, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans

Michael O

Series 66

Schaumburg, IL

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Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael and his team focus on creating wealth by providing guidance to help clients avoid financial pitfalls and navigate monetary challenges, prioritizing their goals and establishing timelines to achieve them. Michael holds a bachelor's degree in finance from Eastern Illinois University and an MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He has been in the financial services industry since 2004, with experience in life and long-term care insurance sales, retail banking, and branch operations prior to becoming a financial advisor in 2012. Michael lives in Algonquin, Illinois, with his wife Michelle and their six daughters. He is active in his community and church, serving on several committees, coaching volleyball at his daughters' school, and volunteering with organizations including 4-H of Kane County, Feed My Starving Children, and the Northern Illinois Food Bank. He is also a member of the Knights of Columbus.

Wealth management ESG / Sustainable investing General retirement planning Income planning Mid-Career Professionals Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Jack H

Series 63, Series 66

Schaumburg, IL

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Jack Hazekamp is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts plans as clients' situations change. Jack holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Ombudsman. His approach focuses on understanding what matters most to clients and their families in order to create suitable financial strategies.

General retirement planning College savings (529s, UTMA, etc.) Elder care planning Caring for aging parents Wealth management
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