# E6 PORTFOLIOS

E6 PORTFOLIOS of MIDVALE, UT is an SEC-registered investment adviser.

## Registration

- CRD: 326617
- Type: SEC-registered investment adviser
- SEC file number: 801-128335
- Location: EVERSPIRE PLAZA, 6900 S. 900 E., SUITE 200, MIDVALE, UT, 84047
- Phone: 801-545-8706
- Latest filing: 2026-03-27
- Regulatory AUM: $239.4M
- Discretionary AUM: $239.4M
- Clients: 9
- Accounts: 1,785

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jason Howard Lindquist | DIRECTOR OF INVESTMENTS | American Fork, UT |
| Roy Russell Jones | CEO; CEO AND CHIEF COMPLIANCE OFFICER; OWNER, MANAGING MEMBER | — |
| Joshua Paul Edward Dale Ray Jones | OWNER, MANAGING MEMBER; PRESIDENT | — |
| Monica Rosalind Akbar | CHIEF COMPLIANCE OFFICER; COMPLIANCE MANAGER | — |
| JONES MICHAEL RAY | CEO; CO-OWNER AND CEO; OWNER, MANAGING MEMBER (+1 more) | — |
| JONES JEFFREY RUSSELL | CEO; CO-OWNER; OWNER, MANAGING MEMBER (+1 more) | — |
| Akbar Monica Rosalind | CHIEF COMPLIANCE OFFICER | — |
| Lindquist Jason Howard | DIRECTOR OF INVESTMENTS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326617/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326617/similar
- Related entities: https://search.stillhousedata.com/firm/326617/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326617

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.