Jon P. Solitro
Professional summary
Jon Paul Solitro, CFP®, who also goes by Jon Solitro, is a registered financial advisor currently at FINANCIALMD, LLC located in Holt, Michigan and CIG ASSET MANAGEMENT located in Lansing, Michigan.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jon has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jon Paul Solitro's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
March 17, 2020 - Present
FINANCIALMD, LLC
Office #1: 2840 Shadow Wood Dr., Holt, MI 48842March 24, 2023 - Present
CIG ASSET MANAGEMENT
Office #1: 2600 S Waverly Road, Lansing, MI 48911December 4, 2013 - March 20, 2020
PRINCIPAL SECURITIES, INC.
November 14, 2013 - March 20, 2020
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2025)
(3/17/2020)
(5/23/2025)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
FINANCIALMD, LLC
CRD#: 306947 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 288 |
| AUM (Assets Under Management) | $ 25,250,000 |
Red Flags
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