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Amy S Jones

BARLOW WEALTH PARTNERS, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
3700 BROWNSBORO ROAD, LOUISVILLE, KY 40207CRD# 5251493Firm CRD# 325308
01

About

Amy S Jones is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with BARLOW WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARLOW WEALTH PARTNERS, LLC
BARLOW WEALTH PARTNERS, LLC
AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARLOW WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5251493
Firm CRD# 325308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy S Jones offer?
Amy S Jones specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Amy S Jones's credentials?
Amy S Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy S Jones located?
Amy S Jones is based in LOUISVILLE, Kentucky, working with BARLOW WEALTH PARTNERS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Amy S Jones charge for services?
Amy S Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARLOW WEALTH PARTNERS, LLC?
BARLOW WEALTH PARTNERS, LLC has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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