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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jedd? Claim Your ProfileJedd Morgan Wilson is an Investment Advisor Representative with Soltis Investment Advisors, LLC. Jedd has been in the industry since February 4, 1994. Jedd has three state securities licenses, three product licenses, and one principal license. Jedd is also registered as an Investment Adviser Representative with the following states: Arizona, California, Idaho, Nevada, and Utah. Jedd is a Series 65, 66, and 63 holder and has also passed the Series 7, 10 and SIE exams. Jedd was previously affiliated with INDEPENDENT FINANCIAL GROUP, LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. and FIDELITY BROKERAGE SERVICES LLC. Jedd has experience providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Jedd is a member of the Investment Adviser Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
05/22/2018 - Present
Soltis Investment Advisors, LLC (Salt Lake City UT)
UT
12/22/2014 - 04/13/2018
INDEPENDENT FINANCIAL GROUP, LLC (North Salt Lake UT)
RI
08/02/2007 - 06/09/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
02/04/1994 - 07/05/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 01/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/11/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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