Edelman Financial Engines
42yrs
Top advisor by experience in Goodyear
14yrs
Ulises Barrera
Financial advisor at J.P. Morgan Securities
Ulises Barrera has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Goodyear, Arizona. Ulises has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 51 advisors with offices in Goodyear, and one of 46 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 65% of advisors at J.P. Morgan Securities
Office1370 N. Litchfield Road, Goodyear, AZ 85395
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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
- 2014 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Ulises
Tailored to Ulises’s registration and firm.
- 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
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About Ulises
How do I contact Ulises?
Call J.P. Morgan Securities at 800-999-2000 and ask for Ulises Barrera. Ulises works from the Goodyear, AZ office.
How long has Ulises been a financial advisor?
Ulises has been in the industry since 2012, about 14 years. More experience than 65% of advisors at J.P. Morgan Securities.
What licenses does Ulises hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ulises a fiduciary?
Ulises is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ulises paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ulises 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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