Jason P. Soloman

TACTICAL INVESTMENT ADVISORS

Huntersville, NC 28078

Some features on this profile are disabled

CRD#: 4931345

Professional summary

Jason Patrick Soloman, who also goes by Jason Soloman, is a registered financial advisor currently at TACTICAL INVESTMENT ADVISORS, LLC located in Huntersville, North Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jason has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Soloman

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.

TACTICAL INVESTMENT ADVISORS, LLC 19825-B NORTH COVE #149 CORNELIUS, NC 28031 CORPORATION NATURE OF BUSINESS: INS SALES/CTA TIME SPENT: 40 HRS/WEEK COMPENSATION: PROFITS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Soloman's 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

January 6, 2015 - Present

TACTICAL INVESTMENT ADVISORS, LLC

Office #1: 9820 Northcross Center Ct 154, Huntersville, NC 28078

RIA

CRD#: 156179

Huntersville, NC

Past

February 16, 2011 - December 31, 2014

TACTICAL INVESTMENT ADVISORS, LLC

RIA

CRD#: 156179

CORNELIUS, NC

Past

March 2, 2010 - January 11, 2011

TACTICAL WEALTH RIA

RIA

CRD#: 141317

CORNELIUS, NC

Past

November 6, 2008 - December 31, 2009

TACTICAL WEALTH RIA

RIA

CRD#: 141317

CORNELIUS, NC

Past

May 1, 2007 - April 25, 2008

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

CHARLOTTE, NC

Past

May 1, 2007 - April 25, 2008

WRP INVESTMENTS, INC.

CRD#: 7365

CHARLOTTE, NC

Past

February 6, 2007 - May 10, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

CHICAGO, IL

Past

July 27, 2005 - May 10, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHICAGO, IL

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

North Carolina
(1/6/2015)

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

IAR

Series 65

Date: 2/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 12/18/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 7/26/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TACTICAL INVESTMENT ADVISORS, LLC

GRAND TRAVERSE CONSULTING | TACTICAL INVESTMENT ADVISORS, LLC | T.I.A RIA | SOLOMAN, JASON PATRICK

CRD#: 156179 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/5/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9820 Northcross Center Ct 154, Huntersville, NC 28078

Mailing Address

Phone number

(980) 280-1502

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 32,124,417

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.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Jon Hoyle

INNOVATION PARTNERS LLC

Charlotte, NC

Andrew Digirolamo

PFS INVESTMENTS INC.

Charlotte, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason P. Soloman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Soloman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TACTICAL INVESTMENT ADVISORS, LLC

TACTICAL WEALTH RIA

TACTICAL WEALTH RIA

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2007

Series 63

Date: 10/6/2005

Series 3

Date: 12/18/2008

Series 6

Date: 7/26/2005

Current Firm

TACTICAL INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TACTICAL INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors