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Joshua Paul Edward Dale Ray Jones

E6 PORTFOLIOS·MIDVALE, Utah
SIE, Series 7, Series 24, Series 66CFPClean record19 years registeredE6 PORTFOLIOS
EVERSPIRE PLAZA, 6900 S. 900 E., MIDVALE, UT 84047CRD# 5139521Firm CRD# 326617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Paul Edward Dale Ray Jones · MIDVALE, UT
Registration
CRD #5139521 · E6 PORTFOLIOS · 19 years registered
Brand Profile
Not yet started
01

Career History

MHL TAMP
Jan 2026 – present
E6 PORTFOLIOS
Oct 2023 – present
EVERSPIRE
Aug 2015 – present
LPL FINANCIAL LLC
Nov 2006 – Jul 2015
SANDY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · November 22, 2006
Years registered · 19
Professional designation · CFP
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 Joshua Paul Edward Dale Ray Jones offer?
Joshua Paul Edward Dale Ray Jones specializes in Investment Management. Contact their office in MIDVALE, Utah for a consultation.
What are Joshua Paul Edward Dale Ray Jones's credentials?
Joshua Paul Edward Dale Ray Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joshua Paul Edward Dale Ray Jones located?
Joshua Paul Edward Dale Ray Jones is based in MIDVALE, Utah, working with E6 PORTFOLIOS. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Joshua Paul Edward Dale Ray Jones charge for services?
Joshua Paul Edward Dale Ray Jones'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

Jason Howard Lindquist
MIDVALE, UT
Monica Rosalind Akbar
MIDVALE, UT
Roy Russell Jones
MIDVALE, UT
CFP

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