Jeffery Lyle Solinsky

Employer firm

Strategic Financial Concepts, LLC CRD 141849

$928M regulatory AUM 75 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Strategic Financial Concepts, Llc
  San Antonio, TX
• 09/2009 → Present
  Lpl Financial Llc
  Deridder, LA

Previous Registrations

• 2012-10-15 → 2012-10-15
  Lpl Financial Llc
  Deridder, LA
  San Diego, CA
  Deridder, LA
• 2009-02-04 → 2009-08-25
  Mutual Service Corporation
  De Ridder, LA
  Deridder, LA
  Lafayette, LA
• 2008-10-31 → 2009-02-03
  Osaic Services, Inc.
  Deridder, LA
• 2008-03-26 → 2008-10-31
  American General Securities Incorporated
  Deridder, LA
  Houston, TX
  Deridder, LA

Other Businesses

1. 9/14/2010: REAL ESTATE RENTAL - JEDA HOLDINGS, LLC - TIME SPENT 15% - DERIDDER, LA & ROSEPINE, LA. 2. 9/14/2010: COMMUNITY, CIVIC AND CHARITABLE BOARD - TOWN OF ROSEPINE, LOUISIANA - TOWN OF ROSEPINE ALDERMAN (SAME AS A CITY COUCIL MEMBER FOR A LARGER COMMUNITY). MONTHLY PUBLIC MEETINGS. ELECTED POSITION. - TIME SPENT 1% - ROSEPINE, LA. 3. 4/11/2011: REGISTERED INVESTMENT ADVISOR DBA - STRATEGIC FINANCIAL CONCEPTS, LLC - PLANNING SERVICES ON EITHER HOURLY, FIXED RATE OR ON A RETAINER BASIS. - (HYBRID) JEFFERY L. SOLINSKY WEALTH MANAGEMENT - TIME SPENT 10% - DERIDDER, LA. 4. 8/31/2012: NON-VARIABLE INSURANCE - SOLINSKY INSURANCE SERVICES - A DIVISION OF SOLINSKY GROUP; INDIVIDUAL INSURANCE SALES. - TIME SPENT 30% - DERIDDER, LA. 5. 8/31/2012: NON-VARIABLE INSURANCE - SOLINSKY & ASSOCIATES - A DIVISION OF SOLINSKY GROUP; EMPLOYEE BENEFITS DIVISION. - TIME SPENT 30% - DERIDDER, LA. 6. 8/31/2012: NON-VARIABLE INSURANCE DBA - SOLINSKY GROUP - DBA FOR LPL - TIME SPENT 1% - DERIDDER, LA. 7. 8/31/2012: NON-VARIABLE INSURANCE - INTERSTATE INSURANCE MARKETING CORP - ENTITY CREATED FOR TAX/ACCOUNTING PURPOSES; EMPLOYEE BENEFITS BROKERAGE & INDIVIDUAL INSURANCE SALES. - TIME SPENT 70% - DERIDDER, LA. 8. 8/31/2012: OTHER-PRE-PAID LEGAL ASSOCIATE - SINCE 2000 I HAVE OFFERED PREPAID LEGAL SERVICES. - TIME SPENT 1% - DERIDDER, LA 9. 12/11/2013 - NFA WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) NFA WEALTH MANAGEMENT - THIS DBA IS FOR MARKETING VARIABLE INVESTMENT PRODUCTS INCLUDING FEE-BASED & COMMISSIONABLE PRODUCTS - TIME SPENT 5% - DERIDDER, LA 10. 02/26/2016 - Eden Lane Honey Farm & Fruit Orchard - NOT INV REL -8759 Main Street, DeRidder, La 70634 - Business Owner - START 07/15/2015 - Beekeeping and Fruit Orchard. My wife and I are sole owner/operators of this hobby. 11. 4/6/2016: Jeffery L. Solinsky Wealth Management, a Division of Solinsky Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/18/2016 - 170 Hours Per Month/120 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-12
• S63 Uniform Securities Agent State Law Examination
  1998-06-30

Other Names

• Jeffery Solinsky