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John Salomon, CFP®, CPA
J2 Capital Management, Inc.

Tel: 248-641-4444
1222 SE 47th St
Office Suite C-1
Cape Coral Fl & Troy Mi, FL 33914
J2 Capital Management, Inc. | Financial Advisor in Cape Coral Fl & Troy Mi ,FL

In-House Custom Financial Planning, Tax, & Investments



About John Salomon

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.


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.

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General Information

Firm Start Year:   2010
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade/Charles Schwab
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

Qualifications & Memberships

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:   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
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Financial Services

Portfolio Management

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.

Tax Advice and Services

Our in-House CPA offers tax prep and planning to our financial planning clients free of charge.

Investment Advice & Management

J2 Capital has an in-house portfolio manager, John Benedict. John has been managing portfolios for over 15 years. Our niche is managing dynamic risk-managed ETF and individual stock portfolios. Most other firms outsource the money management piece. J2 Capital has a dedicated in house staff that has their pulse on the markets for you.


Faqs

Do you have a customer satisfaction or refund policy?

Yes, we clearly spell it out in our Investment Advisory Agreement

Why should I choose you as my financial advisor?

CFP, CPA. B.A. Michigan State University

What are your qualifications? What is your education background?

We offer clients an online planning portal that is updated in real time. Each client and situation is unique and we treat it as such

How are you compensated? How will I pay for your services?

We are a fee only financial advisor

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We have a team that specialize in certain areas.

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Disclaimer

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

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


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Birmingham Bloomfield Hills
Clarkston Lake Orion
New Haven Novi
Ortonville Rochester
Royal Oak Southfield
Troy Utica
Warren Waterford
Wixom Cape Coral
FL Ft. Myers
FL

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