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Jason Scott Rasmussen

Soltis Investment Advisors, LLC

Southlake, TX

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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
TX RA APPROVED 2020-02-06
  • TX RA
    APPROVED
    Since 2020-02-06

Branch Locations

2131 E Kirkwood Blvd Ste 130, Southlake, TX 76092 • 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
Capital Markets Iq, Llc Southlake TX 11/2014 12/2017
Slatestone Wealth, Llc Jupiter FL 12/2017 12/2019
Soltis Investment Advisors Southlake TX 01/2020 Present
Previous Registrations
  • 2017-12-08 → 2020-03-10
    Slatestone Wealth Llc
    Grapevine, TX
    Jupiter, FL
    Southlake, TX
  • 2014-11-05 → 2017-12-04
    Capital Markets Iq, Llc
    Southlake, TX
    Arlington, TX
    Grapevine, TX
  • 2005-06-03 → 2015-11-25
    Surety Wealth Management
    El Paso, TX
    Southlake, TX
    Keller, TX
    Southlake, TX
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-01
S63 Uniform Securities Agent State Law Examination 1992-09-21
  • S65 Uniform Investment Adviser Law Examination
    1995-12-01
  • S63 Uniform Securities Agent State Law Examination
    1992-09-21
Designations

View on SEC IAPD

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SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
RAEANN MARIE SARSFIELD
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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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