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Director of Investments · Everspire

Jason H. Lindquist

CRD 5728205 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Everspire, an SEC-registered wealth manager based in Midvale, UT with $248 million in regulatory assets, lists Jason H. Lindquist on its Form ADV as Director of Investments, a control person. The SEC filings also name Jason at 1 other registered adviser.

Firms and roles

  • EverspireDirector of InvestmentsWealth manager · Midvale, UT · $248M in regulatory assets
  • E6 PortfoliosDirector of InvestmentsWealth manager · Midvale, UT · $239M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.