Jacob Brent Butterfield

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

• 05/2023 → Present
  Soltis Investment Advisors, Llc
  St George, UT
• 09/2021 → 12/2022
  Sherwin Williams
  St George, UT
• 01/2016 → 08/2019
  Pine View High School
  St George, UT
• 12/2022 → 05/2023
  Utah Tech University
  St George, UT
• 06/2016 → 09/2016
  Hurricane Car Wash
  St George, UT
• 08/2019 → 08/2021
  The Church Of Jesus Christ Of Latter Day Saints
  Rosario

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02

Other Names

• Jake Butterfield