Jason Christopher Stuhmer
Investment adviser representative at Soltis Investment Advisors, LLC
11 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
11 years in the industry.
- Soltis Investment Advisors, LLCMar 2026 to now
- Skyoak Wealth ManagementJun 2020 to Feb 2026
- Skyoak WealthSep 2019 to Jun 2020
- Country FinancialJul 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 6520949
- Firm CRD
- 154690