Daniela JonesCRD 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.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Barnes Investment Advisory, Inc.||Phoenix, AZ||May 2005 - Current||12|
Total Assets Under Management138MILLIONS
Total Number of Accounts480ACCOUNTS
Average Account Value$286,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, TX