wiseradvisor

John Salomon CPA, CFP
J2 Capital Management, Inc.

Tel: (248) 641-4444
1301 W. Long Lake Rd.
Suite 260
Troy, MI 48098

In-House Custom Financial Planning, Tax, & Investments

J2 Capital Management, Inc. | Financial Advisor in Troy ,MI


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
Name of Custodial Firm:   TD Ameritrade/Charles Schwab
Number of Years with Current Firm:   10
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via email, Via phone, At your office, At your home, At my office


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:   200
Advisor's Number of Planning Clients:   175
Assets Managed by Advisor:   $120,000,000


Compliance

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

Fee Structure:   Fee-Based
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


Education

B.A.  Michigan State University
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Faqs

  • Do you have a customer satisfaction or refund policy? Yes, we clearly spell it out in our Investment Advisory Agreement
  • What are your qualifications? What is your education background? CFP, CPA. B.A. Michigan State University
  • What is your approach to financial planning? 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
  • What services do you offer? Custom Financial Planning, Tax Preperation, Estate Planning, Custom Investment Management using our strategies that include stocks and ETF's.
  • How many clients do you currently manage? Around 200
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Disclaimer

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

John Salomon CPA, CFP

John Salomon CPA, CFP

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, CPA

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.

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My Services

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 Planning & Mitigation

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


My Team

John Benedict
John Benedict
John Benedict has been in the investment industry since 1998 where he started at American Express Financial Advisors. In 2007, he opened his own RIA and merged with John Salomon in 2010 to co-create J2 Capital Management. He has combined his talents and passion in statistics and technical analysis to create J2s tactical strategies, managing them since the beginning of the organization. John is a graduate of Central Michigan University. His thoughts have appeared in the Wall Street ...more

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

Social Networks

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