Jason Lindquist is a registered investment advisor at E6 Portfolios, based in Tacoma, WA, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 471 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E6 Portfolios provides investment management services through wrap fee programs. Some services charge flat monthly fees, while others charge asset-based fees on a tiered basis. Some services charge asset-based fees with no tiered reductions. Fees are deducted monthly from client accounts. E6 Portfolios benefits financially from client referrals to TomiPlan.
Location
Tacoma, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is involved with JHL Inc., which is intended to hold a small percentage of profit interest in Everspire. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
E6 Portfolios
Everspire
Previous Registrations
Cederian Investments, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.