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Jason Howard Lindquist

E6 PORTFOLIOS·MIDVALE, Utah
Clean recordE6 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Howard Lindquist is a registered financial advisor based in MIDVALE, Utah, affiliated with E6 PORTFOLIOS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
E6 PORTFOLIOS
E6 PORTFOLIOS
AUM
$120M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at E6 PORTFOLIOS →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5728205
Firm CRD# 326617
View on FINRA BrokerCheck →

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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
Monica Rosalind Akbar
MIDVALE, UT
Roy Russell Jones
MIDVALE, UT

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Research
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