In December of 2016, Jeffrey joined the Soltis team in the Salt Lake City Office. He services in the Wealth Management Division and Retirement Plan Services. Prior to working for Soltis Investment Advisors, Jeffrey worked as a Financial Representative for Fidelity Investments. Through his work experience and Business Administration degree from the University of Utah, Jeffrey has a broad and well-rounded study of Accounting, Finance, Marketing, Entrepreneurship, Information Systems, and Management. He is licensed in the Series 66.