Jedd Morgan Wilson
Investment adviser representative at Soltis Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Soltis Investment Advisors, LLCMay 2018 to now
- Independent Financial Group LLCMay 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (UT).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2448366
- Firm CRD
- 154690