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Joshua Paul Edward Dale Ray Jones

E6 PORTFOLIOS·MIDVALE, Utah
Unclaimed Profile
EVERSPIRE PLAZA, 6900 S. 900 E., MIDVALE, UT 84047CRD# 5139521Firm CRD# 326617
01

About

Joshua Paul Edward Dale Ray Jones 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
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# 5139521
Firm CRD# 326617
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in MIDVALE
Arthur David Lipson — WESTERN INVESTMENT LLCRichard Ellison Collins — DIVERGENT WEALTH ADVISORS, LLCJennifer Ann Johnson — CORATICUM ASSET MANAGEMENT, LLCMichael Phillip Owen — LEGACY PLANNING GROUPMonica Rosalind Akbar — E6 PORTFOLIOS
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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