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.
|Firm Start Year:||2010|
|Name of Custodial Firm:||TD Ameritrade/Charles Schwab|
|Number of Years with Current Firm:||12|
|I work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Estate Planning & Trusts, Portfolio Management, Financial Planning for Individuals, Tax Advice and Services|
|Investment Types:||Annuities, Insurance, Stocks, Commodities, Alternative Investments, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, FOREX & Currency, Mortgages & Real Estate, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your home, At your office, Via Email, Video Conference, Via Phone|
Qualifications & Memberships
|Financial Organization Memberships:||American Institute of Certified Public Accountants (AICPA)|
|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|
|Registered Investment Advisor:||Yes|
|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|
Compensation and Fees
|Compensation Methods:||Based on Assets, Flat Fee, Hourly|
|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|
Michigan State University
Investment advisory services offered through J2 Capital Management, an SEC Registered Investment Advisor.
John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.
Our in-house portfolio management team includes a lead portfolio manager and a research analyst. The lead portfolio manager has created several unique investment strategies that are dynamic in nature and utilize individual stocks or ETF's. These strategies are offered to many other advisors in the area who use them as well.
Financial Planning for Individuals
Our Financial Plans are completed by our in-house CFP. We give clients access to a state of the art online financial portal where changes can be seen in real-time. No more large printed plans, we make it easy for you to see your progress and tracking.
Estate Planning & Trusts
Our in-house team will develop your Estate Plan and will. More complicated trust work for business may be sent out to our partner network.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 5:00 PM|