Jason Soloman
Jason Soloman was born in Detroit and raised in Traverse City, Michigan. He attended Western Michigan University, earning his Bachelor of Business Administration in August of 2003. A few months after earning his degree, Jason moved south to sunny Charlotte, North Carolina. Jason, his wife Jessica, and their five children call Huntersville home and spend their summers with family in Northern Michigan. When he's not at the office, you will find Jason playing ice hockey or golf in local adult leagues. Jason’s journey as a financial advisor began in 2001, while working towards his degree, when he accepted a position with New York Life. While working within large firms, Jason became increasingly frustrated with the limited choices available to his clients. Out of this frustration, Tactical Investment Advisors, LLC was born. Since then, his industry knowledge has grown exponentially with experiences that include creating
and managing a hedge fund (the T.I.A. Fusion Fund, LP), mentoring and training other financial advisors, and navigating clients through two of the biggest financial bubbles in market history. Jason also teaches a popular investment course titled "Trade With Options" where he lectures about the importance of quantifying and containing risk in an investment portfolio. Many people have found this program to be empowering as it helps them to become a much more sophisticated, relaxed, and confident investor. The team at Tactical Investment Advisors builds innovative tax and investment solutions to help clients reach their financial objectives. The mission at Tactical Investment Advisors, LLC is to listen to the client’s retirement objectives, obtain and analyze personal financial statements, and determine which asset managers and financial or insurance products will best meet the objective.
Jason holds the following professional licenses: Series 65 CRD 4931345