Daniela Urs Jones

Employer firm

Intrinsic Wealth Counsel, Inc. CRD 105022

$345M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → 01/2017
  Barnes Investment Advisory, Inc.
  Phoenix, AZ
• 03/2018 → Present
  Intrinsic Wealth Counsel, Inc.
  Tempe, AZ
• 01/2017 → 03/2018
  N/A
  Glendale, AZ

Previous Registrations

• 2011-10-21 → 2017-02-15
  Barnes Investment Advisory Inc
  Phoenix, AZ

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Daniela Elena Urs