Jake joined Soltis in 2022, assuming the role of Lead Advisor within the Wealth Management Division and contributing as a member of the Mid-West Team. In this capacity, Jake is dedicated to guiding individuals through portfolio management, offering tailored investment solutions, and providing comprehensive financial and retirement planning services.

His academic foundation includes a Bachelor of Science degree in Accounting from Southern Utah University. Prior to his tenure at Soltis, Jake amassed five years of invaluable experience in individual wealth management and business finance. During this time, he adeptly navigated investment strategies, financial and retirement planning, and gained multifaceted insights into various aspects of business finance. Additionally, Jake boasts proficiency in business management and has cultivated expertise in residential and industrial real estate investing.

Outside of his professional endeavors, Jake finds solace and exhilaration in outdoor pursuits, whether skiing, wakeboarding, or surfing, attuned to the seasonal rhythms of Southern Utah. He treasures moments spent with his family and two golden doodles, cherishing the natural beauty of their surroundings.