Vp · Intrinsic Wealth Counsel, Inc.
Daniela U. Jones
CRD 5976893 · Named on Form ADV at one SEC-registered adviser
At a glance
Intrinsic Wealth Counsel, Inc., an SEC-registered wealth manager based in Tempe, AZ with $345 million in regulatory assets, lists Daniela U. Jones on its Form ADV as Vp.
Firms and roles
- Intrinsic Wealth Counsel, Inc.VpWealth manager · Tempe, AZ · $345M in regulatory assets
AtlasMembers
Daniela’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Cornelius H. Van ZutphenPresident, Intrinsic Wealth Counsel, Inc.
- Cornelius H. Van ZutphenCIO, Intrinsic Wealth Counsel, Inc.
- Gieselle LaceyCCO, Intrinsic Wealth Counsel, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniela’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.