Jennifer Lynn Soltis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2015 → 10/2016
  Royal Alliance Associates, Inc.
  Cleveland, OH
• 10/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2019 → Present
  Vantage Financial Group/Iar
  Cleveland, OH
• 08/2020 → Present
  Lilla Rose
  New Franklin, OH
• 10/2016 → Present
  Financial Management Strategies, Inc.
  Cleveland, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-09-28 → 2015-10-01
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Cleveland, OH
• 2005-05-24 → 2009-11-13
  Natcity Investments, Inc.
  Cleveland, OH
  Cleveland, OH
  Cleveland, OH

Other Businesses

1.NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: DESIGNATED SUPERVISOR START DATE: 10/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SUPERVISORY DUTIES 2. NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: OSJ PRINCIPAL ; START DATE: 04/2019 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS ; 3. NAME OF OTHER BUSINESS: LILLA ROSE; INVESTMENT RELATED: NO; ADDRESS: 3353 MINUET DR NEW FRANKLIN OH 44216; NATURE OF BUSINESS: SELL HAIR CLIPS; START DATE: 8/2020; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONSULTANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SELLING HAIR CLIPS AT PARTIES; 4. NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INC. - CRD#105950 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: AFFILIATED AS CCO OF RIA 5. NAME OF OTHER BUSINESS: TWO TODAY, ONE TOMORROW COOKIES; INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BAKED GOODS; START DATE: 06/2022 ; POSITION/TITLE/RELATIONSHIP: OWNER/BAKER/SELLER; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS:4 ; BRIEF DESCRIPTION OF DUTIES: SELLING BAKED GOODS AT LOCAL FARMERS MARKET; 6. NAME OF OTHER BUSINESS: JUDGE FOR TCG TOURNAMENTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TABLETOP CARD GAMES; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: JUDGE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENSURE THAT RULES ARE FOLLOWED FOR TCG TOURNAMENTS;

Exams

• S66 Uniform Combined State Law Examination
  2001-03-29

Other Names

• Jenny Just
• Jennifer L Just
• Jennifer Lynn Just
• Jennifer L Soltis