Roy Russell Jones
Investment adviser representative at E6 Portfolios
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$239.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Mhl Investments (ia Line of Business)Jan 2026 to now
- E6 PortfoliosJul 2023 to now
- TomiplanDec 2022 to now
- Mhl InvestmentsDec 2017 to now
- Everspire (a dba of Aegis Wealth Group, LLC)Oct 2005 to now
- Dfpg Investments, Inc.Jul 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (UT).
E6 Portfolios
$239.4MAssets managed
781Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3166097
- Firm CRD
- 326617