TrueAdvisor
TrueAdvisor
RJ
CFP
RJ
CFP

Roy Jones

Mhl Tamp
27 Years of Experience
Midvale, UT
Broker
View SEC Summary
View SEC Summary

Roy Jones is a CFP-designated registered investment advisor at Mhl Tamp, based in Midvale, UT, with 27 years of industry experience. Roy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.

Mhl Tamp
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K0.68%
$25K - $50K0.68%
$50K - $100K0.58%
$100K - $250K0.48%
$250K - $1.0M0.38%
$1.0M - $5.0M0.28%
$5M+0.18%

Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT, 84047

Get directions

History

Regulatory History
Clean regulatory record

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

Roy is a co-owner/principal and financial planner at TomiPlan, referring business and guiding clients through the financial planning process. This takes about 10-20% of his time, all during trading hours, and does not involve selling securities or financial products.

Employment History
Current Registrations
Mhl Tamp
January 2026 - Present · 9 mos
E6 Portfolios
October 2023 - Present · 3 yrs
Mhl InvestmentsBroker
December 2017 - Present · 8 yrs 10 mos
Everspire
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Dfpg Investments, INC.Broker
July 2015 - November 2017 · 2 yrs 4 mos
LPL Financial LLC
October 2005 - July 2015 · 9 yrs 9 mos
LPL Financial LLCBroker
October 2005 - July 2015 · 9 yrs 9 mos
CUNA Brokerage Services, INC.Broker
December 2004 - October 2005 · 10 mos
CUNA Brokerage Services, INC.
December 2004 - October 2005 · 10 mos
Banc of America Investment Services, INC.
February 2004 - May 2004 · 3 mos
Banc of America Investment Services, INC.Broker
February 2004 - May 2004 · 3 mos
Wells Fargo Investments, LLC
July 2002 - March 2004 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
May 2002 - March 2004 · 1 yr 10 mos
Wm Financial Services, INC.Broker
January 2002 - June 2002 · 5 mos
Edward JonesBroker
February 1999 - January 2002 · 2 yrs 11 mos
State Registrations36 states
AKAZCACOCTDEFLGAIAIDILINLAMDMIMOMTNCNHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Midvale, UT →All financial advisors in Utah →