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Sarah Norris

Partner at BBR Partners

Investment adviser registrationChicago, ILSEC record checked 17 October 2026

20
Years in the industry
7
Years at the firm
4
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Sarah Norris is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Sarah Norris has been registered through BBR Partners since 12 March 2019, has 20 years in the industry across 4 firms and has passed 5 licensing exams.

Role at BBR Partners

Title on Schedule A
Partner
Control
Sarah Norris is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sarah Norris has held the filed role since December 2019.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Sarah Norris has been registered through BBR Partners since March 2019, and before that through J.p. Morgan Securities LLC, J. P. Morgan Securities Inc. and Jpmorgan Securities Inc.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 8 years
    Chicago, IL · Adviser representative · Firm CRD 109688
  2. Passed Series 65 · 2019
  3. Passed Series 3 · 2016
  4. Passed SIE · 2015
  5. J.p. Morgan Securities LLC
    – · 4 years
    Chicago, IL · Adviser representative · Firm CRD 79
  6. J. P. Morgan Securities Inc.
    – · 2 years
    Chicago, IL · Adviser representative · Firm CRD 18718
  7. Jpmorgan Securities Inc
    – · 8 years
    Chicago, IL · Adviser representative · Firm CRD 16999
  8. Passed Series 7 and Series 63 · 1998

Registrations and exams

Sarah Norris has a current investment-adviser registration in Illinois and Texas and has passed 5 qualifying exams.

Illinois12 March 2019
Scope
Investment adviser representative
Status
Approved
Texas28 June 2021
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 6512 March 2019
Name
Uniform Investment Adviser Law Examination
Series 637 October 1998
Name
Uniform Securities Agent State Law Examination
Series 328 November 2016
Name
National Commodity Futures Examination
SIE24 August 2015
Name
Securities Industry Essentials Examination
Series 727 July 1998
Name
General Securities Representative Examination

Individual record

Full name
Sarah Elizabeth Norris
CRD
3074429
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Office
737 N. MICHIGAN, SUITE 2260, Chicago, IL 60611
Firm bio
bbrpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Sarah Norris is listed as a Partner and Director of Portfolio & Wealth Advisory and Head of BBR Midwest. Her biography describes work with clients on financial strategy and integrated investment, tax, and estate planning. BBR Partners official biography

Education

  • MBA, Northwestern University Kellogg School of Management; BA, Brown University, with a concentration in International Relations and a minor in Economics.BBR Partners official biography

Common questions

Where does Sarah Norris work?

Sarah Norris has been Partner of BBR Partners, LLC since December 2019.

Source: Form ADV, Schedule A, filed 30 July 2026

Is Sarah Norris a financial advisor?

Yes. Sarah Norris has a current investment-adviser registration in Illinois and Texas, through BBR Partners since March 2019, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Sarah Norris have?

Sarah Norris has worked in the financial industry for 20 years as of 17 October 2026, counted from 4 January 2006, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Sarah Norris passed?

Sarah Norris has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 3 and Series 65. The earliest, the Series 7, was passed in July 1998.

Source: IAPD individual record, checked 17 October 2026

Where did Sarah Norris work before BBR Partners?

Before BBR Partners, Sarah Norris was registered through J.p. Morgan Securities LLC, October 2008 to May 2012; J. P. Morgan Securities Inc., September 2006 to October 2008; Jpmorgan Securities Inc, March 1999 to September 2006.

Source: IAPD individual record, checked 17 October 2026

Where is Sarah Norris based?

Sarah Norris’ registered office is in Chicago, IL.

Source: IAPD individual record, checked 17 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 3074429. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BBR Partners, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. BBR Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Sarah Norris or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.