National Retirement Planning Experts

National Coverage
Local Professionals

John Salomon CPA, CFP

J2 Capital Management, Inc.

1301 W. Long Lake Rd.
Suite 260

Troy, MI 48098
(248) 6414444

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.

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

21

Number of Years with Current Firm

10

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ Certificant

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

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Compensation Methods

Hourly

Hourly Rate

250

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.