Jason Lindquist has been Director of Investments of Aegis Wealth Group since January 2018, is a control person of the firm and directly owns under 5% of it.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Jason Lindquist’s longest registration is the current one, 8 years at Aegis Wealth Group since 2017. Before joining Aegis Wealth Group in 2017, Jason Lindquist was registered through Cederian Investments, LLC.
- E6 PortfoliosAlso current– present · 3 yearsTacoma, WA · Adviser representative · Firm CRD 326617
- Cederian Investments, LLC– · 7 yearsAmerican Fork, UT · Adviser representative · Firm CRD 150925
Investment adviser representative registrations
Jason Lindquist is registered as an investment adviser representative in Utah, since December 2017.
- UtahSince 7 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 October 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Howard Lindquist
- CRD
- 5728205
- Firm
- Aegis Wealth Group · CRD 222515
- Role
- Director of Investments
- Office
- Tacoma, WA
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Lindquist work?
Jason Lindquist has been Director of Investments of Aegis Wealth Group, LLC since January 2018, and is a control person of the firm.
Is Jason Lindquist a financial advisor?
Yes. Jason Lindquist has a current investment-adviser registration in Utah, through Aegis Wealth Group since December 2017.
How many years of experience does Jason Lindquist have?
Jason Lindquist has 16 years in the financial industry, since February 2010, across 3 adviser firms.
What exams has Jason Lindquist passed?
Jason Lindquist passed the Series 65 in October 2008.
Where did Jason Lindquist work before Aegis Wealth Group?
Before Aegis Wealth Group, Jason Lindquist was registered through Cederian Investments, LLC, February 2010 to December 2017.
Where is Jason Lindquist based?
Jason Lindquist’s registered office is in Tacoma, WA.
Is Jason Lindquist registered with FINRA?
No. Jason Lindquist has no current broker registration.
How can I verify Jason Lindquist’s record?
Search CRD 5728205 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lindquist’s full registration record.