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Paul Jude

Soltis Investment Advisors, LLC

St. George, UT

Novi, MI

CRD 6629524

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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:

Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-05-21
  • MI RA
    APPROVED
    Since 2021-05-21

Branch Locations

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

39555 Orchard Hill Place Suite 600, Novi, MI 48375 • 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
OrganizationCityStateFromTo
Tiaa Palm Beach Gardens FL 04/2016 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Palm Beach Gardens FL 04/2016 11/2020
Hbks Wealth Advisors Stuart FL 11/2020 04/2021
Soltis Investment Advisors Llc St George UT 05/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
  • S66 Uniform Combined State Law Examination
    2016-06-30
Other Names
  • Paul Russell Jude

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MANAGED WEALTH ADVANTAGE, LLC

Nearby Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry

Nearby Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT

More in St. George, UT

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