E6 Portfolios

Overview

E6 Portfolios is an SEC registered investment adviser based in Midvale, UT, registered since 2023. It reports $239M in assets under management across 1,785 accounts, with 9 employees.

Reported AUM

$239M

Discretionary

100%

Accounts

1,785

Average account

$134K

Employees

9

Registered since

2023

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Joshua Paul Edward Dale Ray Jones Co-Owner, Chief Executive Officer CRD 5139521
• Roy Russell Jones Chief Executive Officer, Chief Compliance Officer CRD 3166097
• Jason Howard Lindquist Director of Investments CRD 5728205

1 more executive officer, with direct contact details

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 12 jurisdictions
• Website: e6portfolios.com

Every state, with registration dates

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