AdFi
EP

E6 PORTFOLIOS

SEC Registered

Driving advisor growth through service and merit.

MIDVALE, UThttps://e6portfolios.com801-545-8706
Assets Under Management
$100M–$500M
Employees
9
Office Locations
1 office
Total Accounts
1785

About the firm

E6 Portfolios is a low-cost, custodian-agnostic TAMP offering a complete white-label RIA and BD technology and services platform. Advisory services are offered through E6 Portfolios and Aegis Wealth Group, SEC-registered investment advisors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthState/Municipal

Areas of expertise

TAMPWhite-label RIABroker-dealer TechnologyModel PortfoliosTrading SupportBillingPerformance ReportingAlternative InvestmentsTraditional InvestmentsAccredited InvestorsCustodian-agnostic

Services

Model portfolios and related investment advisory services, model administration, trading support, billing and/or performance reporting services, platform/program services, traditional investments, alternative investments, and services for accredited investors

Who they serve

Advisors who demand scale, customization, and institutional process

Client segmentClientsAssets managed
Individuals (Non-HNW)730$141M
High Net Worth Individuals51$96M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Roy Russell Jones
PRESIDENT
Joshua Paul Edward Dale Ray Jones
CEO
Jason Howard Lindquist
DIRECTOR OF INVESTMENTS
Llc E6 Holdings
OWNER
Roy Russell Jones
OWNER, MANAGING MEMBER
Joshua Paul Edward Dale Ray Jones
OWNER, MANAGING MEMBER

Office locations

1 office in 1 state
UT
MIDVALEHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#326617
SEC Number
801-128335
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. E6 PORTFOLIOS 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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E6 PORTFOLIOS in MIDVALE, UT | AdvisorFinder