Daniela Jones, financial advisor Phoenix AZ
103 score

Daniela Jones

CRD Number: 5976893
Current Firm: Barnes Investment Advisory Inc.
Compensation Model: Fee Only

Daniela Jones (CRD# 5976893) is Wealth Manager working at Barnes Investment Advisory, Inc. in Phoenix, AZ and has 11 year of experience in the finance industry.

 

Daniela Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Daniela is also a CFA® charterholder and holds a Bachelor of Business Administration from Saint Mary’s College, Notre Dame, IN. 

 

CONTACT
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Professional Designations
Company Name Location Dates Years
Barnes Investment Advisory, Inc. Phoenix, AZ May 2005 - Current 11

Daniela Jones has no recent exams reported.
Contact Info for Daniela U. Jones
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $286,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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