Jeff Soltman,
AIF®, IMC
Client Service Associate
AIF
Diligent and analytical, Jeff uses his eye for detail in preparing and analyzing investment proposals for clients. His responsibilities also include conducting equity research and supporting the advisor team, working behind the scenes to ensure each clients is treated with care and skill.
Jeff joined the Global Wealth Solutions Group in 2020 after graduating with a bachelor’s degree from California Lutheran University in Thousand Oaks, California. He holds the Series 7 and 66 license.
He lives in his hometown of Woodland Hills, where he enjoys driving his Tesla Model 3, collecting coins and stamps, and watching sporting events. A baseball fan, Jeff has visited 23 of the 30 Major League Baseball stadiums with a goal to visit all 30 in his lifetime.
- 9595 Wilshire Blvd Ste 801 Beverly Hills, CA 90212
- T: 310.285.4500
- F: 310.285.4545
- TF: 855.608.7543
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use