Jacob Gary Anderson

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

• 08/2016 → 07/2018
  Missionary Training Center
  Orem, UT
• 07/2018 → 09/2019
  Central Bank
  Orem, UT
• 09/2019 → Present
  Soltis Investment Advisors Llc
  St George, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-28