Jeffrey Harris

Current Employers

Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-03-21

NE RA
APPROVED

Since 2025-03-21

Branch Locations

Gretna, NE • United States

20 North Main St Suite 400, St. George, UT 84770 • United States

Gretna, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Northwest Wealth Management Llc	Omaha	NE	06/2014	04/2017
Cwm, Llc	Omaha	NE	04/2017	02/2020
Carson Institutional Alliance	Omaha	NE	04/2017	02/2020
Cwm, Llc	Omaha	NE	02/2020	03/2025
Soltis Investment Advisors Llc	St George	UT	03/2025	Present

06/2014 → 04/2017

Northwest Wealth Management Llc

Omaha, NE
04/2017 → 02/2020

Cwm, Llc

Omaha, NE
04/2017 → 02/2020

Carson Institutional Alliance

Omaha, NE
02/2020 → 03/2025

Cwm, Llc

Omaha, NE
03/2025 → Present

Soltis Investment Advisors Llc

St George, UT

Previous Registrations

2017-08-03 → 2025-03-10

Cwm, Llc

Omaha, NE

Omaha, NE

Omaha, NE
2015-08-17 → 2017-04-07

Northwest Wealth Management, Llc

Omaha, NE

Other Businesses

NAME OF BUSINESS: Ziggi's Coffee NATURE: Coffee Franchise START: 03/2024 POSITION: Co-Owner APPX. HRS/MONTH: 10 APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversight and ownership

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-08-15

S65 Uniform Investment Adviser Law Examination

2015-08-15

Other Names

Jeffrey Andrew Harris

View on SEC IAPD