Jacob joined the Soltis team in 2025, initially bringing his detail-oriented approach to our operations and trading desk. His aptitude for the intricacies of the industry led to his transition to the Mid-Atlantic Team in December 2025, where he now serves as a Wealth Management Analyst. In this role, Jacob leverages his background in operations to provide analytical support and tailored financial strategies for our clients.
Jacob graduated cum laude from Utah Tech University with a Bachelor’s degree in Finance and a minor in Spanish. Beyond the classroom, Jacob was a standout student-athlete, serving as a pitcher for the University’s baseball team for four years. This experience on the mound instilled in him a high level of discipline, composure under pressure, and a competitive drive—traits he now applies to the world of wealth management.
A firm believer in the power of service and community, Jacob is driven by a genuine desire to help others succeed. When he isn’t in the office, he is likely leaning into his athletic roots. He is an avid golfer, a pickleball enthusiast, and generally enjoys spending as much time as possible in the great outdoors.