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Joshua Paul Edward Dale Ray Jones

Investment Adviser Representative at EVERSPIRE

Midvale, UTCRD #5139521Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
27 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 27 states
ArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIdahoIllinoisIndianaIowaMissouriNevadaNew JerseyNew YorkOhioOklahomaOregonPennsylvaniaSouth CarolinaSouth DakotaTexasUtahVirginiaWashingtonWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/18/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/26/2006
Series 24
General Securities Principal Examination
Passed 4/3/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 – $999,9991.00%
$1,000,000 – $4,999,9990.90%
$5,000,000 – $9,999,9990.70%
$10,000,000 – $24,999,9990.50%
$25,000,000 – $49,999,9990.30%
$50,000,000 – $249,999,9990.20%
$250,000,000 – $999,999,9990.10%
$1,000,000,000 and above0.02%
Source

Everspire Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MHL TAMPCurrent
1/12/2026Midvale, UT
E6 PORTFOLIOSCurrent
10/13/2023Midvale, UT
EVERSPIRECurrent
8/14/2015Midvale, UT
LPL FINANCIAL LLC
11/22/20067/7/2015Sandy, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EVERSPIRE

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Paul Edward Dale Ray Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Joshua Paul Edward Dale Ray Jones - Financial Advisor in Midvale, UT | AdvisorFinder