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Jason Howard Lindquist

E6 PORTFOLIOS·MIDVALE, Utah
Series 65Clean record16 years registeredE6 PORTFOLIOS
EVERSPIRE PLAZA, 6900 S. 900 E., MIDVALE, UT 84047CRD# 5728205Firm CRD# 326617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Howard Lindquist · MIDVALE, UT
Registration
CRD #5728205 · E6 PORTFOLIOS · 16 years registered
Brand Profile
Not yet started
01

Career History

E6 PORTFOLIOS
Oct 2023 – present
EVERSPIRE
Dec 2017 – present
CEDERIAN INVESTMENTS, LLC
Feb 2010 – Dec 2017
AMERICAN FORK, UT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 9, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
E6 PORTFOLIOS
CRD 326617 · SEC 801-128335
AUM
$120M
Regulatory assets under management
Employees
4
971 client accounts
Services offered by E6 PORTFOLIOS
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at E6 PORTFOLIOS →
Introduction

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05

Frequently Asked Questions

What services does Jason Howard Lindquist offer?
Jason Howard Lindquist specializes in Investment Management. Contact their office in MIDVALE, Utah for a consultation.
What are Jason Howard Lindquist's credentials?
Jason Howard Lindquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Howard Lindquist located?
Jason Howard Lindquist is based in MIDVALE, Utah, working with E6 PORTFOLIOS. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Jason Howard Lindquist charge for services?
Jason Howard Lindquist's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E6 PORTFOLIOS?
E6 PORTFOLIOS has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at E6 PORTFOLIOS

Joshua Paul Edward Dale Ray Jones
MIDVALE, UT
CFP
Monica Rosalind Akbar
MIDVALE, UT
Roy Russell Jones
MIDVALE, UT
CFP

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Research
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