Jon Paul Solitro
CFP®Professional Summary
Jon Paul Solitro, CFP®, who also goes by Jon Solitro, is a registered financial advisor currently at FINANCIALMD, LLC located in Okemos, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Solitro
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Credentials
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
FINANCIALMD | PATRIOT WEALTH | FINANCIALMD, LLC
Contact Information
Main Address
2479 Woodlake Cir Suite 340, Okemos, MI 48842Phone Number
(517) 346-7970# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
304AUM (Assets Under Management)
$35,000,000Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(5/21/2025)
(3/17/2020)
(5/23/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Paul Solitro's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.