Justin Wolterman
Advisor at J1 Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Justin Wolterman is a financial advisor at J1 Capital LLC in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. He previously worked for American Mortgage Service Company from 2008 to 2020 before founding J1 Capital LLC in 2020. J1 Capital LLC provides discretionary investment management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a macro-oriented, asset-allocation strategy that incorporates fundamental and technical analysis, routinely using options and other derivatives for income generation and hedging tailored to each client’s objectives and risk tolerance.
Fee options
Up to 1.25% annually (negotiable, billed monthly in arrears)
Account minimum: $100,000
Location
Cincinnati, OH
Most active in
Justin W has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
J1 Capital LLC
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
American Mortgage Service Company
2008 - 2020 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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