Jason Patrick Soloman

Employer firm

Tactical Investment Advisors, LLC CRD 156179

$33.1M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2011 → Present
  Tactical Investment Advisors, Llc
  Charlotte, NC

Previous Registrations

• 2011-02-16 → 2014-12-31
  Tactical Investment Advisors, Llc
  Huntersville, NC
• 2010-03-02 → 2011-01-11
  Tactical Wealth Ria
  Charlotte, NC
• 2008-11-06 → 2009-12-31
  Tactical Wealth Ria
  Charlotte, NC
• 2007-05-01 → 2008-04-25
  Wrp Investments, Inc.
  Charlotte, NC
• 2007-02-06 → 2007-05-10
  Uvest Financial Services Group, Inc.
  Chicago, IL
  Charlotte, NC

Other Businesses

TACTICAL INVESTMENT ADVISORS, LLC 19825-B NORTH COVE #149 CORNELIUS, NC 28031 CORPORATION NATURE OF BUSINESS: INS SALES/CTA TIME SPENT: 40 HRS/WEEK COMPENSATION: PROFITS

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-05
• S63 Uniform Securities Agent State Law Examination
  2005-10-06

Other Names

• Jason Soloman