Roy Jones, financial advisor Sandy UT
96 score

Roy Jones

CRD Number: 3166097
Current Firm: Everspire

Roy Jones (CRD# 3166097) is an Investment Advisor Representative working at Everspire in Sandy, UT and has over 19 years of experience in the finance industry. Roy Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
M. H. Leblang New York, NY Dec 2017 - Current < 1
Aegis Wealth Group, LLC Sandy, UT Apr 2015 - Current 3
Dfpg Investments, Inc. South Jordan, UT Jul 2015 - Nov 2017 2
Lpl Financial LLC Sandy, UT Oct 2005 - Jul 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Roy R. Jones
Phone Number: 801-545-8706
Registered State(s):
  • CA
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $153,292
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, ID, UT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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