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Chief Executive Officer; Chief Compliance Officer · Everspire

Roy R. Jones

CRD 3166097 · 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 Roy R. Jones on its Form ADV as Chief Executive Officer; Chief Compliance Officer, a control person. The SEC filings also name Roy at 1 other registered adviser.

Firms and roles

  • EverspireChief Executive Officer; Chief Compliance OfficerWealth manager · Midvale, UT · $248M in regulatory assets
  • E6 PortfoliosCEO and Chief Compliance OfficerWealth manager · Midvale, UT · $239M in regulatory assets

AtlasMembers

Roy’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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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 Roy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.