Jon Solitro, financial advisor Holt MI

Jon Solitro

CRD Number: 6258138
Current Firm: Financialmd, LLC

Jon Solitro (CRD# 6258138) is an Investment Advisor Representative working at Financialmd, LLC in Holt, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
The Centennial Group Lansing, MI Jun 2014 - Current 9
Washington Avenue Advisors Lansing, MI Mar 2016 - Mar 2020 4
Principal Securities Inc. Lansing, MI Mar 2016 - Mar 2020 4
Principal Life Ins Co Lansing, MI Oct 2013 - Mar 2020 6
Holt-dimondale Agency Lansing, MI Jul 2015 - Jul 2019 4
Princor Financial Services Corp Lansing, MI Oct 2013 - Mar 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jon P. Solitro
Phone Number: 5178028085
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $89,286
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI

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