Jacob Butterfield
Wealth Management Analyst @Soltis Investment Advisors
Washington, WA, US
EMAILS
j••••••••@soltisadvisors.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2023 — Present
Wealth Management Analyst @Soltis Investment Advisors
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St George, UT, US
EDUCATION
N/A
University of Utah
Bachelor's degree, Business Administration
ABOUT JACOB BUTTERFIELD
Wealth management analyst engaged in portfolio construction and investment analysis across client portfolios. Experience spanning public and private markets, alternative investment structures, asset allocation, and tax-aware planning.
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