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Jacob Gregory Wagner

Soltis Investment Advisors, LLC

St. George, UT

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Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-05-20
  • UT RA
    APPROVED
    Since 2022-05-20

Branch Locations

20 North Main St Suite 400, St. George, UT 84770 • 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
Retirement Wealth Advisors, Inc. St. George UT 10/2018 Present
Ashton And Associates St. George UT 01/2018 08/2021
Ab Pest Control Oren UT 01/2017 03/2020
Doterra Pleasant Grove UT 08/2016 01/2017
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-28
  • S65 Uniform Investment Adviser Law Examination
    2019-01-28
Other Names
  • Jake Wagner

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

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