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RIA / WealthAdvisor27 years in industry

JEDD MORGAN WILSON

Advisor at SOLTIS INVESTMENT ADVISORS, LLC

Salt Lake City, UT | ST. GEORGE, UT

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Search this name across graphsid dfx:ria:ec04082e-67ea-15ce-f638-c04b2c87dbd1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 13, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOLTIS INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: Jul 27, 1999
First registration: May 13, 2002
Dual registered: no
IAPD individual key: 2448366

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOLTIS INVESTMENT ADVISORS, LLC	Independent wealth	May 22, 2018	n/a	yes	Salt Lake City, UT\|ST. GEORGE, UT	Current employment
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	May 7, 2014	Apr 13, 2018	no	EAGLE, ID\|NORTH SALT LAKE, UT\|North Salt Lake, UT	Previous registration
CREATIVE PLANNING	Independent wealth	Sep 6, 2011	Apr 25, 2014	no	NORTH SALT LAKE, UT\|OVERLAND PARK, KS	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Jun 27, 2006	Mar 30, 2007	no	SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 13, 2002	Nov 2, 2009	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL GROUP, LLC	SOLTIS INVESTMENT ADVISORS, LLC	Apr 13, 2018	May 22, 2018	39	Firm change	Ibd to RIA
CREATIVE PLANNING	INDEPENDENT FINANCIAL GROUP, LLC	Apr 25, 2014	May 7, 2014	12	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Nov 2, 2009	Jun 27, 2006	-1,224	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	CREATIVE PLANNING	Mar 30, 2007	Sep 6, 2011	1,621	Firm change after gap	Other

Relationships

Registered with (5)

→ SOLTIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 22, 2018 to presentfactForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
May 7, 2014 to Apr 13, 2018factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Sep 6, 2011 to Apr 25, 2014factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 13, 2002 to Nov 2, 2009factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Jun 27, 2006 to Mar 30, 2007factForm ADV

Dated events

No dated event names this entity yet.