JP
Joshua Paul Edward Dale Ray Jones
CRD 5139521
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| M. H. Leblang, Inc. | Registered representative | 07/20/2026 |
| Aegis Wealth Group, Llc | Registered representative | 07/20/2026 |
| E6 Portfolios | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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E6 Portfolios
President · Less than 5% · Nov 2024
-
E6 Portfolios
Owner, Managing Member · 25% – 50% · Nov 2024
-
Aegis Wealth Group, Llc
Ceo · Less than 5% · Aug 2024
-
Aegis Wealth Group, Llc
Owner, Managing Member · 25% – 50% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗