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Jennifer Lynn Soltis

26 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

6200 Rockside Rd, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer is a designated supervisor at Financial Management Strategies, Inc., an OSJ Principal at Vantage Financial Group, and an Investment Advisory Representative at Vantage Financial Group, Inc. She also works as an independent consultant selling hair clips and owns a baked goods business, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Vantage Financial Group, INC.
January 2022 - Present · 4 yrs 1 mo
Cetera Wealth Services, LLC
October 2016 - Present · 9 yrs 4 mos
Cetera Wealth Services, LLCBroker
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2018 - June 2023 · 5 yrs
Royal Alliance Associates, INC.Broker
October 2015 - August 2016 · 10 mos
PNC Investments
September 2009 - October 2015 · 6 yrs 1 mo
PNC InvestmentsBroker
September 2009 - October 2015 · 6 yrs 1 mo
Natcity Investments, INC.
May 2005 - November 2009 · 4 yrs 6 mos
Natcity Investments, INC.Broker
June 2002 - November 2009 · 7 yrs 5 mos
Vestax Securities CorporationBroker
January 2002 - June 2002 · 5 mos
Firstmerit Securities, INC.Broker
December 2001 - January 2002 · 1 mo
Vestax Securities CorporationBroker
June 1999 - December 2001 · 2 yrs 6 mos
State Registrations12 states
ARCOCTKYMINMNVNYOHPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.