Nicholas Salomon
Advisor at J2 Capital Management, Inc.
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.
Advisor at J2 Capital Management, Inc.
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.
Location
Troy, MI 48098
Credentials
Series 65
Industry experience
4 years
Nicholas Salomon is a financial advisor at J2 Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and has held prior roles at Northwestern Mutual and VNN. Outside of advising, he is licensed to assist clients with life, long-term care, and disability insurance, and he also provides seasonal tax preparation services. J2 Capital Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other investment advisers. The firm employs a blend of analytical methods and utilizes artificial intelligence tools, providing services that include subadvisory strategies and digital-asset account management.
Fixed financial planning fees paid in advance, amount not specified; fees are negotiable and final fee schedule attached as Exhibit II
$100,000 - $500,000: 1.30% Above $500,000 - $1,000,000: 1.20% Above $1,000,000 - $2,000,000: 1.00% Above $2,000,000+: 0.80%
$250 per hour for financial planning services
Account minimum: $100,000 (may be waived based on client needs and complexity); Subadvisory accounts minimum ranges between $25,000 and $100,000 depending on strategy
1301 W Long Lake Rd, Suite 260
Troy, MI 48098
Michigan
J2 Capital Management, Inc.
2021 - Present (5 years)
Northwestern Mutual Investment Services LLC
2021 - 2021 (1 year)
Northwestern Mutual Life Insurance Company
2020 - 2021 (1 year)
Northwestern Mutual
2020 - 2021 (1 year)
VNN
2019 - 2020 (1 year)
Striders Running Store
2018 - 2019 (1 year)
Salomon and Ludwin
2016 - 2016 (1 year)
Student
2015 - 2019 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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