Everspire

Overview

Everspire is an SEC registered investment adviser based in Midvale, UT, registered since 2015. It reports $248M in assets under management across 1,932 accounts, with 20 employees. It has 19 investment adviser representatives.

Reported AUM

$248M

Discretionary

100%

Accounts

1,932

Average account

$128K

Employees

20

Advisory reps

19

Registered since

2015

Jurisdictions

13

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Roy Russell Jones Chief Executive Officer; Chief Compliance Officer CRD 3166097
• Joshua Paul Edward Dale Ray Jones President; Compliance Supervisor CRD 5139521
• Jason Howard Lindquist Director of Investments CRD 5728205

Advisory reps 3 of 19

• Jesse Duane Burt Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6750279
• Benjamin Lynn Cannon Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5776568
• Adam Robert Cook Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6781184

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6900 S 900 E Ste 200
Midvale, UT 84047

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: synchronywealth.com

Every state, with registration dates

Similar firms near Midvale

• Physician Wealth Advisors, Inc.Midvale, UT$2B AUM
• North CapitalMidvale, UT$366M AUM
• E6 PortfoliosMidvale, UT$239M AUM
• Presidio Wealth ManagementMidvale, UT$217M AUM
• Mhl InvestmentsMidvale, UT17 reps