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Chief Compliance Officer · Vantage Financial Group, Inc.

Jennifer L. Soltis

CRD 3143883 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Vantage Financial Group, Inc., an SEC-registered wealth manager based in Cleveland, OH with $867 million in regulatory assets, lists Jennifer L. Soltis on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Jennifer at 1 other registered adviser.

Firms and roles

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (15)

10 more people named with Jennifer on the same filings, with titles and firms. Free in Atlas with a free account.

See all 15 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.