Everspire

Everspire (CRD# 222515) is a financial advisory firm headquartered in Sandy, UT. They manage $62,849,586 in 410 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, UT

Financial Advisors at Everspire
Showing 1 - 8 of 8 top financial advisors.
1
Joshua P. Jones
CRD#: 5139521
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
96
Wealthminder
score

Joshua Jones (CRD# 5139521) is an Investment Advisor Representative working at Everspire in Sandy, UT and has over 11 years of experience in the finance industry. Joshua 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.

2
Roy R. Jones
CRD#: 3166097
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
96
Wealthminder
score

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.

3
Jason H. Lindquist
CRD#: 5728205
Tacoma, WA
93
Wealthminder
score

Jason Lindquist (CRD# 5728205) is an Investment Advisor Representative working at Everspire in Tacoma, WA and has over 9 years of experience in the finance industry.

4
Kyle R. Slager
CRD#: 4668617
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
93
Wealthminder
score

Kyle Slager (CRD# 4668617) is an Investment Advisor Representative working at Everspire in Sandy, UT and has over 6 years of experience in the finance industry.

5
Daniel C. Carr
CRD#: 6647093
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
88
Wealthminder
score

Daniel Carr (CRD# 6647093) is an Investment Advisor Representative working at Everspire in Sandy, UT and has over 2 years of experience in the finance industry.

6
Erik K. Lachaga
CRD#: 6727490
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
88
Wealthminder
score

Erik Lachaga (CRD# 6727490) is an Investment Advisor Representative working at Everspire in Sandy, UT and has 1 year of experience in the finance industry.

7
Gerilyn B. Merrill
CRD#: 6723706
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
88
Wealthminder
score

Gerilyn Merrill (CRD# 6723706) is an Investment Advisor Representative working at Everspire in Sandy, UT and has 1 year of experience in the finance industry.

8
Ryan Tucker
CRD#: 6138767
9125 S. Monroe Plaza Way, Suite A, Sandy, UT 84070
81
Wealthminder
score

Ryan Tucker (CRD# 6138767) is an Investment Advisor Representative working at Everspire in Sandy, UT and has over 5 years of experience in the finance industry.

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