UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
33yrs
Sherre Barber
Financial advisor at J.P. Morgan Securities
Sherre Barber has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Dallas, Texas. After a year at Chase Investment Services and less than a year at Merrill, Sherre joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office8111 Preston Road Suite #230, Dallas, TX 75225
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- May 2011 – Oct 2012Chase Investment Services Corp.Previously
- May 2011 – May 2011MerrillPreviously
- 2005 – 2011Chase Investment Services Corp.Previously
- 1993 – 2005Banc One Securities CorporationPreviously
Contact Sherre
(800) 999-2000Firm headquarters in New York, NY. Ask for Sherre. 8111 Preston Road Suite #230Dallas, TX 75225Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Sherre
Tailored to Sherre’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sherre
How do I contact Sherre?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Sherre Barber. Sherre works from the Dallas, TX office.
How long has Sherre been a financial advisor?
Sherre has been in the industry since 1993, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does Sherre hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sherre a fiduciary?
Sherre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sherre paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Sherre for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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