Inactive

Jedd Morgan Wilson

Soltis Investment Advisors, LLC

Salt Lake City, 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

Authority	Category	Status	Date
UT	RA	APPROVED	2018-05-22

UT RA
APPROVED

Since 2018-05-22

Branch Locations

222 S Main Ste 1776, Salt Lake City, UT 84101 • United States

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

Organization	City	State	From	To
Independent Financial Group Llc	North Salt Lake	UT	05/2014	04/2018
Soltis Investment Advisors Llc	St George	UT	05/2018	Present

05/2014 → 04/2018

Independent Financial Group Llc

North Salt Lake, UT
05/2018 → Present

Soltis Investment Advisors Llc

St George, UT

Previous Registrations

2014-05-07 → 2018-04-13

Independent Financial Group, Llc

Eagle, ID

North Salt Lake, UT

North Salt Lake, UT
2011-09-06 → 2014-04-25

Creative Planning

North Salt Lake, UT

Overland Park, KS
2002-05-13 → 2009-11-02

Strategic Advisers Llc

Boston, MA
2006-06-27 → 2007-03-30

Fidelity Personal Trust Company, Fsb

Salt Lake City, UT

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-01-27
S66	Uniform Combined State Law Examination	2005-05-11
S65	Uniform Investment Adviser Law Examination	1999-07-27

S63 Uniform Securities Agent State Law Examination

2015-01-27
S66 Uniform Combined State Law Examination

2005-05-11
S65 Uniform Investment Adviser Law Examination

1999-07-27

View on SEC IAPD

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