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Jack Solis

Research and Planning Assistant
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Jack Solis joined Solis Wealth Management in August 2025 as a Research and Planning Assistant. Born and raised in La Quinta, he earned his Bachelor of Science in Business Administration from California Baptist University before spending several years in San Diego. He later returned to the Coachella Valley to begin his career with the firm, bringing with him a diverse professional background that includes experience in professional golf, boat and yacht sales, and energy consulting with Sunrun. Having observed the firm’s growth and development through his father, the founder of Solis Wealth, Jack gained a strong appreciation for the relationships established with clients and the meaningful role financial planning plays in their lives. This perspective ultimately inspired him to join the organization, where he now supports the firm’s research and planning initiatives. Outside of work, Jack enjoys golfing, surfing, off-roading, and spending time with his girlfriend, Sydney, and their German Shepherd, Charlie.

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Contact us

Call: 1-760-771-3339

info@soliswealth.com

Address:

Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

View LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greg Solis is domiciled, and his principle place of business is CA.

CA Insurance # 0795867

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