John Pitlosh, financial advisor Coconut Grove FL

John Pitlosh

CRD Number: 3261437
Current Firm: Investor Solutions

John Pitlosh (CRD# 3261437) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 21 years of experience in the finance industry. John Pitlosh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Investor Solutions Coconut Grove, FL Sep 2008 - Current 12
John Marshal Law School Chicago, IL Jan 2007 - Jul 2008 1
Lincoln Financial Advisors Chicago, IL Nov 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for John J. Pitlosh
Phone Number: 305-443-3339
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    959
    MILLIONS
  • Total Number of Accounts
    1,444
    ACCOUNTS
  • Average Account Value
    $664,045
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IL, LA, NC, NH, NJ, NY, OK, OR, SC, TN, TX, VA

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