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Jennifer Lynn Soltis

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio
Unclaimed Profile
6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 3143883Firm CRD# 105950
01

About

Jennifer Lynn Soltis is a registered financial advisor based in CLEVELAND, Ohio, affiliated with VANTAGE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
AUM
$720M
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at VANTAGE FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 3143883
Firm CRD# 105950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Lynn Soltis offer?
Jennifer Lynn Soltis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Jennifer Lynn Soltis's credentials?
Jennifer Lynn Soltis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Lynn Soltis located?
Jennifer Lynn Soltis is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Jennifer Lynn Soltis charge for services?
Jennifer Lynn Soltis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANTAGE FINANCIAL GROUP, INC.?
VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
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Research
Advisor Fees in OhioNational Fee Analysis
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