Unclaimed Profile

Roy Russell Jones

E6 PORTFOLIOS·MIDVALE, Utah

SIE, Series 7, Series 14, Series 24, Series 63, Series 66CFPClean record24 years registeredE6 PORTFOLIOS

EVERSPIRE PLAZA, 6900 S. 900 E., MIDVALE, UT 84047CRD# 3166097Firm CRD# 326617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Russell Jones · MIDVALE, UT

Registration

CRD #3166097 · E6 PORTFOLIOS · 24 years registered

Brand Profile

Not yet started

Career History

MHL TAMP

Jan 2026 – present

E6 PORTFOLIOS

Oct 2023 – present

EVERSPIRE

Aug 2015 – present

LPL FINANCIAL LLC

Oct 2005 – Jul 2015

SANDY, UT

CUNA BROKERAGE SERVICES, INC.

Dec 2004 – Oct 2005

SALT LAKE CITY, UT

BANC OF AMERICA INVESTMENT SERVICES, INC.

Feb 2004 – May 2004

THOUSAND OAKS, CA

WELLS FARGO INVESTMENTS, LLC

Jul 2002 – Mar 2004

CANOGA PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 66

Registration record

First registered · July 18, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

E6 PORTFOLIOS

CRD 326617 · SEC 801-128335

AUM

$120M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Roy Russell Jones offer?

Roy Russell Jones specializes in Investment Management. Contact their office in MIDVALE, Utah for a consultation.

What are Roy Russell Jones's credentials?

Roy Russell Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roy Russell Jones located?

Roy Russell Jones is based in MIDVALE, Utah, working with E6 PORTFOLIOS. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.

How does Roy Russell Jones charge for services?

Roy Russell 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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