JohnSalomon- Financial Advisor Cape Coral, FL

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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.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

3035112

Firm CRD#

152964

Name of Custodial Firm

TD Ameritrade/Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$130,000,000

Advisor's Number of Clients

Advisor's Number of Planning Clients

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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://j2cmonline.com/disclosure

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1876323/paladinregistry-J2-Capital-Management,-Inc.-detailed-disclosure.html

Disclaimer

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

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Paladin Research Report For:

John Salomon

J2 Capital Management, Inc.