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Jordan Jensen

Soltis Investment Advisors, LLC

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About Jordan Jensen

Jordan Jensen is an Investment Advisor Representative at Soltis Investment Advisors, LLC. Jordan is registered with FINRA as a General Securities Representative and has passed the Series 7TO, Series 65 and SIE exams. Prior to joining Soltis Investment Advisors, LLC, Jordan was employed at CAPFINANCIAL SECURITIES, LLC. in Raleigh, North Carolina. Jordan holds specializations in investment advising and has a history of working with clients in a variety of industries.

Firm Information

Jordan Jensen is currently registered with Soltis Investment Advisors, LLC. Soltis Investment Advisors, LLC is a registered investment advisor headquartered in St. George, UT. The firm provides financial planning, pension consulting, and educational seminars. They also publish periodicals and select other advisors. Soltis Investment Advisors manages portfolios for individuals, businesses, and pooled investment vehicles. They manage over $6.8 billion in assets for 3,884 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Soltis Investment Advisors, LLC

20 NORTH MAIN

ST. GEORGE, UT 84770

$6.82B

Assets Under Management

17

Total Clients

53

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jordan Jensen’s Registration & Firm History

TX

12/21/2022 - Present

Soltis Investment Advisors, LLC (Southlake TX)

NC

10/29/2019 - 08/23/2022

CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)

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Licenses & Designations

IA

Issued 12/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Jensen.
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