Jason Scott Rasmussen

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

• 11/2014 → 12/2017
  Capital Markets Iq, Llc
  Southlake, TX
• 12/2017 → 12/2019
  Slatestone Wealth, Llc
  Jupiter, FL
• 01/2020 → Present
  Soltis Investment Advisors
  Southlake, TX

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

• S65 Uniform Investment Adviser Law Examination
  1995-12-01
• S63 Uniform Securities Agent State Law Examination
  1992-09-21

Designations

• Certified Financial Planner