Fifth Third Securities
36yrs
Top advisor by experience in Bartlett
14yrs
Jose Solis has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Bartlett, Illinois. Jose has been with Strategic Advisers since 2025; before that, Jose spent three years at Fidelity Personal and Workplace Advisors and five years at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15 advisors with offices in Bartlett, and one of 15 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 73% of advisors at Strategic Advisers
OfficeBartlett, IL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2017 – 2022MerrillPreviously
- Jun 2015 – Feb 2017Harrisdirect LLCPreviously
Questions to ask Jose
Tailored to Jose’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jose
How do I contact Jose?
Call Strategic Advisers at 617-563-7000 and ask for Jose Solis. Jose works from the Bartlett, IL office.
How long has Jose been a financial advisor?
Jose has been in the industry since 2012, about 14 years. More experience than 73% of advisors at Strategic Advisers.
What licenses does Jose hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jose a fiduciary?
Jose is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jose paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jose for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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