Jacob Gregory Wagner
Investment adviser representative at Soltis Investment Advisors, LLC
10 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
10 years in the industry.
- Soltis Investment Advisors, LLCMay 2022 to now
- Retirement Wealth Advisors, Inc.Oct 2018 to now
- Ashton and AssociatesJan 2018 to Aug 2021
- Ab Pest ControlJan 2017 to Mar 2020
- DoterraAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7035803
- Firm CRD
- 154690