E6 PORTFOLIOS of MIDVALE, UT is an SEC-registered investment adviser (CRD 326617). Regulatory assets under management: $239.4M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities, Other.
| 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 | — |