Jacob
Anderson
Soltis Investment Advisors, LLC
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About this Advisor
Jacob Anderson is a financial advisor based in Saint George, Utah with 2 years of relevant experience. Anderson works at Soltis Investment Advisors, LLC. Their career trajectory has included roles at South Gate Golf Course, The Church Of Jesus Christ Of Latter Day Saints, Missionary Training Center, Central Bank and Soltis Investment Advisors LLC. Anderson has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California, Nevada and Utah. Soltis Investment Advisors, LLC is a financial advisory business that has its headquarters in Saint George, UT. It has offices in seven locations and a total of 56 people on staff. It has $6 billion in assets across its 3,387 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 3,387 accounts, 50% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, such as 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. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Soltis Investment Advisors, LLC likely are comprised of any 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
Jacob Anderson Work History
Jacob has been registered as a financial advisor for 2 years.*
Soltis Investment Advisors LLC
Central Bank
Missionary Training Center
The Church Of Jesus Christ Of Latter Day Saints
South Gate Golf Course
*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 Jacob Anderson 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
Saint George, UT
Saint George, UT
Chandler, AZ
Salt Lake City, 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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