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Jason Patrick Soloman

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
151 clients
Average Client Portfolio
$213K average
Assets Under Management
$32.1M

Fee Structure

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Location

9820 Northcross Center Ct, 154, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is involved with Tactical Investment Advisors, LLC, focusing on insurance sales and commodity trading advisor (CTA) activities. This takes a full-time commitment and he is compensated through profits.

Employment History
Current Registrations
Tactical Investment Advisors, LLC
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Tactical Investment Advisors, LLC
February 2011 - December 2014 · 3 yrs 10 mos
Tactical Wealth RIA
March 2010 - January 2011 · 10 mos
Tactical Wealth Advisors, LLP
November 2008 - December 2009 · 1 yr 1 mo
Wrp Investments, INC.
May 2007 - April 2008 · 11 mos
Uvest Financial Services Group, INC.
February 2007 - May 2007 · 3 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Jason Patrick Soloman - Financial Advisor | TrueAdvisor