Jason Lindquist (CRD# 5728205) is an Investment Advisor Representative working at Everspire in Tacoma, WA and has over 15 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| E6 Portfolios | Midvale, UT | Jul 2023 - Current | < 1 |
| Aegis Wealth Group, Llc Dba Everspire | Midvale, UT | Dec 2017 - Current | 6 |
| Cederian Investments, LLC | Sandy, UT | Jan 2017 - Nov 2017 | < 1 |
| Cederian Investments, LLC | American Fork, UT | Jul 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- UT
-
Total Assets Under Management156MILLIONS
-
Total Number of Accounts1,737ACCOUNTS
-
Average Account Value$89,953
- A percentage of assets under your management
- Other
- 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
AZ, CA, FL, ID, NV, TX, UT, WA
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