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Daniela Urs Jones

INTRINSIC WEALTH COUNSEL, INC.·TEMPE, Arizona
Clean record14 years registeredINTRINSIC WEALTH COUNSEL, INC.
1255 W. RIO SALADO PKWY, TEMPE, AZ 85281CRD# 5976893Firm CRD# 105022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniela Urs Jones · TEMPE, AZ
Registration
CRD #5976893 · INTRINSIC WEALTH COUNSEL, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

INTRINSIC WEALTH COUNSEL, INC.
Apr 2018 – present
BARNES INVESTMENT ADVISORY INC
Oct 2011 – Feb 2017
PHOENIX, AZ
02

Registrations & Exams

Registration record
First registered · October 21, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTRINSIC WEALTH COUNSEL, INC.
CRD 105022 · SEC 801-21151
AUM
$253M
Regulatory assets under management
Employees
8
664 client accounts
Services offered by INTRINSIC WEALTH COUNSEL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTRINSIC WEALTH COUNSEL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Daniela Urs Jones offer?
Daniela Urs Jones specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Daniela Urs Jones's credentials?
Daniela Urs Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniela Urs Jones located?
Daniela Urs Jones is based in TEMPE, Arizona, working with INTRINSIC WEALTH COUNSEL, INC.. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Daniela Urs Jones charge for services?
Daniela Urs Jones's firm is compensated through percentage of aum, hourly charges, other: minimum retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRINSIC WEALTH COUNSEL, INC.?
INTRINSIC WEALTH COUNSEL, INC. has approximately 8 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTRINSIC WEALTH COUNSEL, INC.

Charles Tway Autrey
MESA, AZ
Cornelius Henry Van Zutphen
TEMPE, AZ
Cornelius H. Van Zutphen
TEMPE, AZ
Brian Charles Frederick
TEMPE, AZ
CFPChFC

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