Jason
Rasmussen
Soltis Investment Advisors, LLC
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About this Advisor
Jason Rasmussen is a certified financial planner operating in Southlake, Texas with a total of 3 years of industry experience. Rasmussen is an advisor for Soltis Investment Advisors, LLC. Throughout their career, Rasmussen has worked at Faculty Advisors, Inc, Capital Markets Iq, LLC, Soltis Investment Advisors and Slatestone Wealth, LLC. Rasmussen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Mexico, Texas, Utah and Washington. Soltis Investment Advisors, LLC is an advisory business headquartered in Saint George, UT. The investment advisory business has offices in seven locations and a total of 56 advisors. It has $6 billion in total assets between its 3,387 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 3,387 client accounts, 50% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Soltis Investment Advisors, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Soltis Investment Advisors, LLC most likely consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$5,644,684,596
56
3,387
$1,666,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Rasmussen Work History
Jason has been registered as a financial advisor for 3 years.*
Soltis Investment Advisors
Slatestone Wealth, LLC
Capital Markets Iq, LLC
Faculty Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Rasmussen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Saint George, UT
Chandler, AZ
Saint George, UT
Saint George, UT
Saint George, UT
Salt Lake City, UT
Saint George, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
