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Chief Compliance Officer and Wealth Planner · Barlow Wealth Partners, LLC

Amy S Jones

CRD 5251493 · Named on Form ADV at one SEC-registered adviser

At a glance

Barlow Wealth Partners, LLC, an SEC-registered wealth manager based in Louisville, KY with $1.4 billion in regulatory assets, lists Amy S Jones on its Form ADV as Chief Compliance Officer and Wealth Planner, a control person.

Firms and roles

AtlasMembers

Amy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.