Jacob Gregory Wagner

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

• 10/2018 → Present
  Retirement Wealth Advisors, Inc.
  St. George, UT
• 01/2018 → 08/2021
  Ashton And Associates
  St. George, UT
• 01/2017 → 03/2020
  Ab Pest Control
  Oren, UT
• 08/2016 → 01/2017
  Doterra
  Pleasant Grove, UT

Previous Registrations

• 2019-01-28 → 2021-11-04
  Brookstone Wealth Advisors, Llc
  St. George, UT
  Henderson, NV
  Cedar City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-28

Other Names

• Jake Wagner