Jacob Michael Taggart

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-02-11

Branch Locations

2600 W. Executive Parkway, Suite 120, Lehi, UT 84043 • United States

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

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
City Of St George	St George	UT	08/2022	03/2025
Utah Tech University	St George	UT	08/2021	05/2025
The Church Of Jesus Christ Of Latter Day Saints	Anaheim	CA	07/2020	08/2021
The Church Of Jesus Christ Of Latter Day Saints	San Salvador		08/2019	04/2020
I9 Sports	Katy	TX	03/2016	07/2019
Seven Lakes High School	Katy	TX	08/2015	05/2019
Soltis Investment Advisors Llc	Lehi	UT	03/2025	Present

08/2022 → 03/2025

City Of St George

St George, UT
08/2021 → 05/2025

Utah Tech University

St George, UT
07/2020 → 08/2021

The Church Of Jesus Christ Of Latter Day Saints

Anaheim, CA
08/2019 → 04/2020

The Church Of Jesus Christ Of Latter Day Saints

San Salvador
03/2016 → 07/2019

I9 Sports

Katy, TX
08/2015 → 05/2019

Seven Lakes High School

Katy, TX
03/2025 → Present

Soltis Investment Advisors Llc

Lehi, UT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-05

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