Jacob Michael Taggart
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 2025 to now
- City of St GeorgeAug 2022 to Mar 2025
- Utah Tech UniversityAug 2021 to May 2025
- The Church of Jesus Christ of Latter Day SaintsJul 2020 to Aug 2021
- The Church of Jesus Christ of Latter Day SaintsAug 2019 to Apr 2020
- I9 SportsMar 2016 to Jul 2019
- Seven Lakes High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8212905
- Firm CRD
- 154690