Barnes Investment Advisory Inc.
Barnes Investment Advisory Inc. (CRD# 108145) is a financial advisory firm headquartered in Phoenix, AZ. They manage $137,661,860 in 480 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management138MILLION
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
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.