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John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral Fl & Troy Mi, FL 33914

248-641-4444

In-House Custom Financial Planning, Tax, & Investments

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL.

Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

General Information

Firm Start Year

2010

No.of Employees

5-9

CRD#

3035112

Firm CRD#

152964

Name of Custodial Firm

TD Ameritrade/Charles Schwab

Years of Experience in Financial Services

23

Number of Years with Current Firm

12

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Individuals, Estate Planning & Trusts, Portfolio Management

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Video Conference, Our Office, Via Email, Via Phone, Your Office, Your Home

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CPA

Securities Licenses

Series 63

Financial Organization Memberships

American Institute of Certified Public Accountants (AICPA)

Firm Information

Firm's Number of Clients

200

Firm's Number of Planning Clients

110

Firm's Number of Managed Clients

200

Assets Managed by Firm

$130,000,000

Advisor's Number of Clients

225

Advisor's Number of Planning Clients

175

Assets Managed by Advisor

$140,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

1

Additional Details on Charges

Full transparency on our fees and services can be found here: https://static.twentyoverten.com/5d48322f4f03855e758b8a95/oXAkxRgIHps/IAC-Version-11-Oct-16-2019.pdf

Education

B.A. -

Michigan State University
-

Disclosures

https://j2cmonline.com/disclosure

Disclaimer

Investment advisory services offered through J2 Capital Management, an SEC Registered Investment Advisor.