AEGIS WEALTH GROUP, LLC of MIDVALE, UT is an SEC-registered investment adviser (CRD 222515). Regulatory assets under management: $247.7M.
Compensation: % of AUM, Other.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jason Howard Lindquist | DIRECTOR OF INVESTMENTS | American Fork, UT |
| Roy Russell Jones | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER; OWNER, MANAGING MEMBER; PRESIDENT (+1 more) | — |
| Joshua Paul Edward Dale Ray Jones | CEO; OWNER, MANAGING MEMBER; PRESIDENT; COMPLIANCE SUPERVISOR | — |
| Monica Rosalind Akbar | CHIEF COMPLIANCE OFFICER; COMPLIANCE MANAGER | — |
| JONES MICHAEL RAY | CEO; CO-OWNER; CO-OWNER AND CEO (+1 more) | — |
| JONES JEFFREY RUSSELL | CO-OWNER; CO-OWNER AND CHIEF COMPLIANCE OFFICER; OWNER, MANAGING MEMBER (+1 more) | — |
| Akbar Monica Rosalind | CHIEF COMPLIANCE OFFICER | — |
| Lindquist Jason Howard | DIRECTOR OF INVESTMENTS | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ABILENE | TX | 2 | (325) 437-0709 |