Michael E Wade

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

• 07/2022 → 05/2025
  J.P. Morgan Securities Llc
  Scottsdale, AZ
• 07/2022 → 05/2025
  Jpmorgan Chase Bank, N.A.
  Scottsdale, AZ
• 06/2021 → 08/2021
  Jpmorgan Chase Bank, N.A.
  Scottsdale, AZ
• 10/2018 → Present
  Ss Wade Llc
  George, UT
• 08/2017 → 06/2021
  Brigham Young University
  Provo, UT
• 06/2020 → 08/2020
  Andersen Tax Llc
  Boston, MA
• 07/2012 → 07/2017
  Unemployed
  St. George, UT
• 06/2025 → Present
  Soltis Investment Advisors Llc
  St George, UT

Previous Registrations

• 2022-08-05 → 2025-05-21
  J.P. Morgan Securities Llc
  Phoenix, AZ

Other Businesses

Entity Name: SS Wade LLC Investment related: No Address: St. George, Utah Nature of the other business: Health Insurance Position/Title/Relationship: Employee/Contractor Start Date: 10/16/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Administrative work for a family business. My cousin owns a health insurance company and I offer support for him as he sells health insurance policies to low income individuals

Exams

• S66 Uniform Combined State Law Examination
  2022-08-26
• S65 Uniform Investment Adviser Law Examination
  2020-08-31

Designations

• Certified Financial Planner

Other Names

• Michael Esplin Wade