Roy Jones

Roy Jones

Aegis Wealth Group

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: $30,000

Title: Wealth Manager

Offering advice since: 1998

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Roy Jones:

We have a 5 Star Rating from the Paladin Registry reserved for the top 10% of all financial advisors. We are a team based, comprehensive financial advisory firm with a team approach that includes wealth management, financial planning, estate planning and tax planning.

Compensation and Fee Structures:

We offer a choice between fee-only and full-service. Both have strengths and limitations, and we will work on whatever basis you are most comfortable with.

Licenses, Certifications & Affiliations:

* Series 7, 24, 63, 65, 66.
* Life and health insurance.
* Our strategic partners: MBA, CFP, CPA, JD


Brigham Young University, BA, International Relations with Emphasis on Business; Minor in Military Science; Jerusalem Center for Near Eastern Studies, 1995; Army Basic Training, Advanced Individual Training, Airborne School, BYU ROTC, Advanced Camp Officer Training

Foreign Languages spoken:

Spanish, Farsi

Will provide references upon request?


Further information about Aegis Wealth Group:

Aegis Wealth Group

(Size of firm: 0-9 advisors)

Aegis Wealth Group is a family-owned business based out of Sandy, Utah and is affiliated with LPL Financial, the largest independent investment advisory in the world.

We help our clients make sense of their complicated financial situations so they can focus on their family and their real passions in life. We help our clients feel the satisfaction that comes from making meaningful financial decisions that add satisfaction to their lives and the lives of their loved ones.

Contact Information for Roy Jones

Phone: (801) 545-8706
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Fax: (877) 366-7120

Address for Roy Jones:
9125 Monroe Street
Suite A
Sandy, UT, 84070

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