Daniela U. Jones

INTRINSIC WEALTH COUNSEL

TEMPE, AZ 85281

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CRD#: 5976893

Professional summary

Daniela Urs Jones, CFA, CFP®, who also goes by Daniela Elena Urs, is a registered financial advisor currently at INTRINSIC WEALTH COUNSEL, INC. located in Tempe, Arizona.

Daniela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniela has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniela Elena Urs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniela Urs Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 25, 2018 - Present

INTRINSIC WEALTH COUNSEL, INC.

Office #1: 1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281

RIA

CRD#: 105022

TEMPE, AZ

Past

October 21, 2011 - February 15, 2017

BARNES INVESTMENT ADVISORY INC

RIA

CRD#: 108145

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTRINSIC WEALTH COUNSEL, INC.

DELTA VENTURES | INTRINSIC WEALTH COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL INC

CRD#: 105022 / SEC#: 801-21151

RIA

Registered Investment Advisory firm - (5/18/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/25/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

INTRINSIC WEALTH COUNSEL, INC.

DELTA VENTURES | INTRINSIC WEALTH COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL INC

CRD#: 105022 / SEC#: 801-21151

RIA

Registered Investment Advisory firm - (5/18/1984 Approved)

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Contact information

Main Address

1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281

Mailing Address

Phone number

(480) 924-5613

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IWC PART 2B BROCHURE (3/21/2025)

IWC ADV PART 2 BROCHURE - 100821 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	683
AUM (Assets Under Management)	$ 287,425,419

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniela U. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniela Urs Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTRINSIC WEALTH COUNSEL, INC.

BARNES INVESTMENT ADVISORY INC

Primary Firm SEC Registration

INTRINSIC WEALTH COUNSEL, INC.

State Registrations and Notice Filings

Exams

Current Firm

INTRINSIC WEALTH COUNSEL, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRINSIC WEALTH COUNSEL, INC.

TRUST BUT VERIFY

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