Neal Jerry Simon
DirectorSoltis Investment Advisors, LLCCRD 1692810
About Neal Jerry Simon
Neal Jerry Simon is listed as Director at Soltis Investment Advisors, LLC in St. George, UT. Form ADV reports a beneficial ownership band of Under 5%. Neal Jerry Simon is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Soltis Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Neal Jerry Simon work?
Neal Jerry Simon is listed as Director at Soltis Investment Advisors, LLC on SEC Form ADV.
How much of Soltis Investment Advisors, LLC does Neal Jerry Simon own?
Form ADV reports a beneficial ownership band of Under 5%.
Soltis Investment Advisors, LLC
| Title | Director |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Exencial Wealth Advisors, LLC
| Title | Elected Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |