John Salomon
J2 Capital Management, Inc.
1222 SE 47th St
Office Suite C-1
Cape Coral, FL 33914
2486414444
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.
See Disclosures
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
Businesses, Individual Investors
Advisory Services Provided
Tax Advice and Services, Financial Planning for Individuals, Estate Planning & Trusts, Portfolio Management
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
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Hourly, 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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
https://j2cmonline.com/disclosure
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1876323/rothira-J2-Capital-Management,-Inc.-detailed-disclosure.html
Disclaimer
Investment advisory services offered through J2 Capital Management, an SEC Registered Investment Advisor.