Jason Howard Lindquist
Investment adviser representative at E6 Portfolios
17 yearsExperience
1 stateRegistered in
$239.4MFirm assets
3 yearsFirm in business
Are you Jason Howard Lindquist? Claim your profile
Contact this firm
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
17 years in the industry.
- Mhl Investments (ia Line of Business)Jul 2026 to now
- E6 PortfoliosJul 2023 to now
- Aegis Wealth Group, LLC dba EverspireDec 2017 to now
- Cederian Investments, LLCJan 2017 to Nov 2017
- Cederian Investments, LLCJul 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
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
- 5728205
- Firm CRD
- 326617