Jason P. Soloman

Jason began his career with New York Life in 2001 while attending WMU.  He spent over four years with Bankers Life and Casualty from 2003-2007.  During that time he managed and trained 12 agents, managed client's investments, finished second in agent production for the Charlotte, NC branch, and was a member of the Presidents Honor Circle. In 2007 Jason and his brother Jim co-founded Legacy Wealth Management Group with one goal in mind; find the best and most sensible products and strategies for their current and future clients.

Jason is a native of Traverse City, Michigan. He moved to Charlotte, NC in August of 2003 after finishing his degree at Western Michigan University.  ^th. Jason and his wife Erin have a Daughter and have plans for more children in the near future.  When he’s not working Jason enjoys spending time with his wife, playing in the Charlotte Adult Hockey League, and golfing.

BBA Western Michigan University - Life and Health Licensed - Medicare Supplement Licensed - Series 6, 3, 63, 65

  James P. Soloman 

Jim entered the profession in 2003 with Northwestern Mutual.  After relocating to Charlotte, he joined Bankers Life and began specializing in the senior market.  After 4 years it became apparent that servicing clients with only one company’s product and philosophy was not in the client’s best interest.  In May of 2007, Jim, along with his brother Jason, formed the Legacy Wealth Management Group with the intentions of creating a truly unique experience for their clients.

Shortly after the birth of Legacy, he formed a strategic partnership with Tactical Wealth Advisors to create the first paring of its kind.  With the two companies aligned and one common goal shared between them – what most firms tout to be true – became a reality: a truly independent operation, where clients are afforded the luxury of an all-in-one firm with a no-nonsense fee structure.  No more cross talk between CPA’s, lawyers, “financial advisors”, etc.  No one arm of the team vying for THEIR own interest.  There is one group, cohesively working together focused on one vision with only one interest in mind…the client’s.

Jim lives with his wife Meg and their yellow lab Leo in the Charlotte area.  Originally from Michigan, Jim was born in Detroit and spent the majority of his youth in Traverse City.  Upon Graduating high school in 1996 – Jim attended Hillsdale College in Hillsdale, Michigan where in 2000 he graduated with a degree in Computational Mathematics.  In his spare time Jim loves to golf, play his keyboards, study Austrian economics, and of course read about everything financial.