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Thomas James Adams

Soltis Investment Advisors, LLC

St. George, UT

Bellevue, WA

CRD 6244337

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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:

Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-21
UT RA APPROVED 2013-11-08
  • WA RA
    APPROVED
    Since 2026-07-21
  • UT RA
    APPROVED
    Since 2013-11-08

Branch Locations

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

500 108Th Ave Ne, Bellevue, WA 98004 • 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
Soltis Investment Advisors Llc St George UT 01/2013 02/2017
Soltis Investment Advisors, Llc St George UT 02/2017 01/2022
Soltis Investment Advisors, Llc Bellevue WA 01/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-07
  • S65 Uniform Investment Adviser Law Examination
    2013-11-07
Designations
  • Certified Financial Planner
Other Names
  • T.J. Adams

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MANAGED WEALTH ADVANTAGE, LLC

Nearby Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry

Nearby Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT

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