Jason Christopher Stuhmer

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 09/2019
  Country Financial
  Henderson, NV
• 09/2019 → 06/2020
  Skyoak Wealth
  Las Vegas, NV
• 06/2020 → 02/2026
  Skyoak Wealth Management
  Las Vegas, NV
• 03/2026 → Present
  Soltis Investment Advisors, Llc
  Henderson, NV

Previous Registrations

• 2020-07-07 → 2026-03-04
  Skyoak Capital, Inc.
  Las Vegas, NV
• 2020-02-13 → 2020-07-01
  Skyoak Wealth
  Southfield, MI

Other Businesses

1) Nasri Academy for Gifted Children ^ No ^ 5300 El Camino Road, Las Vegas, NV 89119 ^ Private school offering K - 8th Grade ^ Board of Trustees as well as Financial Management Committee ^ 7/11/18 ^ 0 hr/mo during market hours ^ 4 hrs/mo outside of market hours ^ I conduct meetings and help best appropriate funds of the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2015-08-27