Jennifer Soltis is a registered investment advisor at Cetera Investment Advisers LLC, based in New Franklin, OH, with 26 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
New Franklin, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Vantage Financial Group, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Vestax Securities CorporationBroker
Firstmerit Securities, INC.Broker
Vestax Securities CorporationBroker
State Registrations12 states
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