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Paladin Research Report For:

John Salomon

J2 Capital Management, Inc.

CFP®CPA
1222 SE 47th St
Office Suite C-1
Cape Coral, FL 33914
248-641-4444

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
  • 5-9
CRD#
  • 3035112
Firm CRD#
  • 152964
Name of Custodial Firm
  • TD Ameritrade/Charles Schwab
Years of Experience in Financial Services
  • 23
Number of Years with Current Firm
  • 12
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
  • 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

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
  • 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
Minimum Portfolio Size for New Managed Accounts
  • $100,000
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

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.