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Jason Soloman

Managing Member

Securities License: 3, 65

Insurance Licenses: Life and Health, Medicare Supplement

In September of 2001 Jason began his financial services career at New York Life while attending Western Michigan University.  Since then, his industry experiences include managing all aspects of a hedge fund (T.I.A. Fusion Fund, LP), financial planning, and mentoring other financial advisors.

Jason and his team build innovative tax and investment solutions to help investors reach their financial objectives. Tactical Investment Advisors investment portfolios accommodate:

  • Retirees looking for lifetime income from their investments
  • Tax savings for entrepeuners selling their businesses
  • Investors looking for a different approach to preserving or building their wealth
  • Aggressive investors attempting to take advantage of changing Macro-Economic conditions

Jason is most proud of his work during the financial crisis when his team exploited the difference between traditional and risk managed investing, successfully navigating the market turbulence with positive results in both 2008 and 2009.

Mr. Soloman also teaches a popular investment program titled “Trade With Options” where he lectures about the importance of quantifying and containing risk in an investment portfolio to his prospective and existing clients.

Originally from the northern lower peninsula of Michigan, Jason moved to Charlotte in August of 2003. He now spends summers ‘up north’ and winters in North Carolina.  Jason spends his free time with his wife Jessica and their five children.

Occasionally, you will find Jason playing ice hockey or golf in local adult leagues.

Email Address: Jason@TacticalInvestmentAdvisors.com

Phone: (980) 233-9770

Learn More About Our Team!

Jason Soloman

Managing Member

Scott O’Connell

Investment Advisor Representative, FSCP

Cal Menzies

Insurance Licenses: Life Insurance, Health Insurance and Medicare Supplement

Check the background of your financial professional on FINRA’s BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Financial Web Service to provide information on a topic that may be of interest. Financial Web Service Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment Advisory Services provided by Tactical Investment Advisors, LLC, a North Carolina Registered Investment Advisor.

Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA’s and Commodity Pool Operators (CPO).  There are substantial risks and conflicts of interests associated with managed futures  and commodities accounts, and you should only invest risk capital.  The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade.  The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty.  CTA’s have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk.  The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains.  Past performance is not indicative of future results.