Everspire

Everspire (CRD# 222515) is a financial advisory firm headquartered in Midvale, UT. They manage $124,327,723 in 998 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    998
    ACCOUNTS
  • Average Account Value
    $124,577
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.

AZ, CA, ID, NV, TX, UT, WA

Financial Advisors at Everspire
Showing 1 - 7 of 7 top financial advisors.
1
Daniel C. Carr
CRD#: 6647093
Rocklin, CA

Daniel Carr (CRD# 6647093) is an Investment Advisor Representative working at Everspire in Rocklin, CA and has over 3 years of experience in the finance industry.

2
Joshua P. Jones
CRD#: 5139521
6900 South 900 East, Suite 200, Midvale, UT 84047

Joshua Jones (CRD# 5139521) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 13 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.

3
Roy R. Jones
CRD#: 3166097
6900 South 900 East, Suite 200, Midvale, UT 84047

Roy Jones (CRD# 3166097) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 21 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.

4
Jason H. Lindquist
CRD#: 5728205
Tacoma, WA

Jason Lindquist (CRD# 5728205) is an Investment Advisor Representative working at Everspire in Tacoma, WA and has over 11 years of experience in the finance industry.

5
Mark Lott
CRD#: 5015817
6900 South 900 East, Suite 200, Midvale, UT 84047

Mark Lott (CRD# 5015817) is an Investment Advisor Representative working at Everspire in Midvale, UT and has 1 year of experience in the finance industry.

6
Gerilyn B. Merrill
CRD#: 6723706
6900 South 900 East, Suite 200, Midvale, UT 84047

Gerilyn Merrill (CRD# 6723706) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 3 years of experience in the finance industry.

7
Ryan Tucker
CRD#: 6138767
6900 South 900 East, Suite 200, Midvale, UT 84047

Ryan Tucker (CRD# 6138767) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 7 years of experience in the finance industry.

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