JS
Jennifer L. Soltis
VANTAGE FINANCIAL GROUP
Cleveland, OH 44131
Some features on this profile are disabled
CRD#: 3143883
JS
Professional summary
Jennifer Lynn Soltis, who also goes by Jennifer L Just, Jennifer Lynn Just, Jenny Just, Jennifer L Soltis, is a registered financial advisor currently at VANTAGE FINANCIAL GROUP, INC. located in Cleveland, Ohio and CETERA INVESTMENT ADVISERS LLC located in Cleveland, Ohio.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jennifer has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer L Just | Jennifer Lynn Just | Jenny Just | Jennifer L Soltis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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;
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Soltis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2022 - Present
VANTAGE FINANCIAL GROUP, INC.
Office #1: 6200 Rockside Road, Cleveland, OH 44131RIA
CRD#: 105950
Cleveland, OH
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6200 Rockside Rd, Cleveland, OH 44131RIA
CRD#: 105644
CLEVELAND, OH
Current
October 18, 2016 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 6200 Rockside Rd, Cleveland, OH 44131BD
CRD#: 13572
Cleveland, OH
Past
June 20, 2018 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
VALLEY VIEW, OH
Past
October 15, 2015 - August 22, 2016
OSAIC WEALTH, INC.
BD
CRD#: 23131
CLEVELAND, OH
Past
September 28, 2009 - October 1, 2015
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
CLEVELAND, OH
Past
September 28, 2009 - October 1, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CLEVELAND, OH
Past
May 24, 2005 - November 13, 2009
NATCITY INVESTMENTS, INC.
RIA
CRD#: 17490
CLEVELAND, OH
Past
June 26, 2002 - November 13, 2009
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
January 2, 2002 - June 21, 2002
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
December 13, 2001 - January 3, 2002
FIRSTMERIT SECURITIES, INC.
BD
CRD#: 35057
AKRON, OH
Past
June 26, 1999 - December 11, 2001
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(8/7/2025)
RR
Colorado(1/2/2025)
RR
Connecticut(1/7/2020)
RR
Kentucky(8/7/2025)
RR
Michigan(1/7/2020)
RR
Nevada(1/5/2021)
RR
New Mexico(1/2/2025)
RR
New York(6/18/2025)
RR
Ohio(10/18/2016)
IAR
Ohio(1/7/2022)
RR
Pennsylvania(1/7/2020)
RR
Texas(1/7/2020)
IAR
Texas(6/29/2023)
RR
Washington(1/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
