Amy S Jones
Investment adviser representative at Barlow Wealth Partners, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Barlow Wealth Partners, LLCApr 2023 to now
- Bank of America, NADec 2009 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Nov 2006 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Barlow Wealth Partners, LLC
$1.4BAssets managed
428Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5251493
- Firm CRD
- 325308