JW

Jake Wagner

Senior Advisor at Soltis Investment Advisors

Jake Wagner is a seasoned financial professional with extensive experience across various roles in the investment and business development sectors. Currently serving as a Senior Advisor at Soltis Investment Advisors since April 2022, Jake has previously held leadership positions, including VP of Business Development at Dappr and Advisor at Ashton & Associates Wealth Management & Insurance. Jake's career began as President/CFO of QAJW Company LLC, and earlier roles include Customer Relations Manager at doTERRA International LLC and Property Management Associate at Adams Construction and Management. Jake holds a Bachelor's Degree in Accounting from Southern Utah University and an Associate's degree from Utah Valley University.

Location

St. George, United States

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Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.


Employees

51-200

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