Roy Russell Jones

Employer firm

Mhl Investments CRD 2535

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → Present
  Everspire (A Dba Of Aegis Wealth Group, Llc)
  Midvale, UT
• 07/2015 → 11/2017
  Dfpg Investments, Inc.
  South Jordan, UT
• 12/2017 → Present
  Mhl Investments
  Midvale, UT
• 12/2022 → Present
  Tomiplan
  Midvale, UT
• 07/2023 → Present
  E6 Portfolios
  Midvale, UT
• 01/2026 → Present
  Mhl Investments (Ia Line Of Business)
  Midvale, UT

Previous Registrations

• 2005-10-26 → 2015-07-07
  Lpl Financial Llc
  Sandy, UT
  Riverton, UT
  Bluffdale, UT
  Sandy, UT
• 2004-12-03 → 2005-10-19
  Cuna Brokerage Services, Inc.
  Salt Lake City, UT
• 2004-02-20 → 2004-05-05
  Banc Of America Investment Services, Inc.
  Thousand Oaks, CA
• 2002-07-18 → 2004-03-01
  Wells Fargo Investments, Llc
  Canoga Park, CA

Other Businesses

TomiPlan, Investment-Related, Everspire 6900 S. 900 E, Ste. 200, Midvale UT 84047, Financial Planning, Co-Owner / Financial Planner / CEO, 12/6/2022, Refers business to TomiPlan. Take consumers through the Financial Planning process as outlined by the CFP Board except for implementation. No securities or financial products are offered at TomiPlan. 20 hours a month and all of those hours are during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-17
• S63 Uniform Securities Agent State Law Examination
  1999-02-03

Designations

• Certified Financial Planner