Jedd M. Wilson

SOLTIS INVESTMENT ADVISORS

Salt Lake City, UT 84101

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CRD#: 2448366

Professional summary

Jedd Morgan Wilson is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Salt Lake City, Utah.

Jedd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jedd has worked at 7 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 7, Series 6 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jedd Morgan Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 22, 2018 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 222 S Main Ste 1776, Salt Lake City, UT 84101

RIA

CRD#: 154690

Salt Lake City, UT

Past

December 22, 2014 - April 13, 2018

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

North Salt Lake, UT

Past

May 7, 2014 - April 13, 2018

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

North Salt Lake, UT

Past

September 6, 2011 - April 25, 2014

CREATIVE PLANNING

RIA

CRD#: 105348

NORTH SALT LAKE, UT

Past

August 2, 2007 - June 9, 2010

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

June 27, 2006 - March 30, 2007

FIDELITY PERSONAL TRUST COMPANY, FSB

RIA

CRD#: 109516

SALT LAKE CITY, UT

Past

May 13, 2002 - November 2, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

February 4, 1994 - July 5, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(5/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/27/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/11/2005

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/27/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/28/2005

General Securities Sales Supervisor - General Module Examination

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

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Contact information

Main Address

20 North Main Suite 400, St. George, UT 84770

Mailing Address

Phone number

(435) 674-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLTIS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,499
AUM (Assets Under Management)	$ 8,352,553,865

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jedd M. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jedd Morgan Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

CREATIVE PLANNING

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY PERSONAL TRUST COMPANY, FSB

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/27/2015

Series 66

Date: 5/11/2005

Series 65

Date: 7/27/1999

SIE

Date: 4/13/2018

Series 7

Date: 12/22/2014

Series 6

Date: 2/3/1994

Series 10

Date: 9/28/2005

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLTIS INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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