Jennifer Lynn Soltis
Chief Compliance OfficerFinancial Management Strategies, Inc.CRD 3143883
About Jennifer Lynn Soltis
Jennifer Lynn Soltis is listed as Chief Compliance Officer at Financial Management Strategies, Inc. in Broadview Hts., OH. Form ADV reports a beneficial ownership band of Under 5%. Jennifer Lynn Soltis is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Financial Management Strategies, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer Lynn Soltis work?
Jennifer Lynn Soltis is listed as Chief Compliance Officer at Financial Management Strategies, Inc. on SEC Form ADV.
How much of Financial Management Strategies, Inc. does Jennifer Lynn Soltis own?
Form ADV reports a beneficial ownership band of Under 5%.
Financial Management Strategies, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2016 |
Vantage Financial Group, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |