Jon Solitro, financial advisor Lansing MI
89 score

Jon Solitro

CRD Number: 6258138
Current Firm: Principal Securities, Inc.

Jon Solitro (CRD# 6258138) is an Investment Advisor Representative working at Principal Securities, Inc. in Lansing, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Washington Avenue Advisors Lansing, MI Mar 2016 - Current < 1
Holt-dimondale Agency Lansing, MI Jul 2015 - Current 1
The Centennial Group Lansing, MI Jun 2014 - Current 2
Principal Life Ins Co Lansing, MI Oct 2013 - Current 3
Princor Financial Services Corp Lansing, MI Oct 2013 - Current 3
Complete Counseling Okemos, MI Feb 2012 - Oct 2013 1
Journey Life Church Holt, MI Nov 2010 - Feb 2012 1
Spring Arbor Univ Spring Arbor, MI Aug 2007 - Jun 2011 3
Dtn Management Lansing, MI Jul 2008 - Jan 2010 1
Jody Keck Lansing, MI Feb 2008 - Apr 2008 < 1
Otsego Church Of God Otsego, MI Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Jon Solitro
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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