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J2 Capital Management, Inc.

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Client assets under management

$183,156,714

Clients

205

37% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

68

High

Average account size

$893,447

About

J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also serves corporations and other investment advisers. Its service set includes ongoing investment supervisory services, 401(k) management, variable annuity exchanges, financial planning, and strategies made available to other advisors on a subadvisory basis.

The firm documents client objectives in an Investment Policy Statement and typically acts with discretionary authority to implement and monitor portfolios, using a mix of charting, fundamental, technical and cyclical analysis. J2CM discloses use of artificial intelligence tools to assist with meeting documentation, compliance monitoring and operations; those tools are subject to written policies and human review before outputs are used with clients.

Noteworthy aspects of J2CM relative to many peers are its provision of subadvisory strategies for other advisors and its use of third‑party solicitors for client referrals, both of which extend its client base beyond retail individuals. The brochure also discloses a principal ownership interest in an unaffiliated AI platform and specific arrangements for managing digital‑asset accounts with custodians such as Gemini and Charles Schwab, along with related custody and standing‑authorization practices.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Fixed

Fixed financial planning fees paid in advance, amount not specified; fees are negotiable and final fee schedule attached as Exhibit II

Percentage

$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%

Project-based

$250 per hour for financial planning services

Other

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

Main office location

J2 Capital Management, Inc.

1301 W Long Lake Rd, Suite 260

Troy MI 48098, United States

Number of offices

2

Most active in

Florida · Louisiana · Michigan · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John B

Series 63, Series 65

Troy, MI

J2 Capital Management, Inc.

John Benedict is a financial advisor with J2 Capital Management, Inc. in Troy, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Node AI, Inc., Alpha Cubed Investments LLC, and Regal Investment Advisors. J2 Capital Management provides 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 combination of charting, fundamental, technical, and cyclical analysis and utilizes artificial intelligence tools under human review to support client service and compliance.

Annuities
user avatar

John S

CFP®, Series 63, Series 65, Series 66

Troy, MI

J2 Capital Management, Inc.

John Salomon is a CFP® professional with over 21 years of experience in financial advising. He is a principal and CFO at J2 Capital Management, Inc., where he has worked since 2010, and also operates Salomon and Associates PLLC, a CPA firm specializing in tax preparation. His prior experience includes roles at Regal Investment Advisors and Alpha Cubed Investments LLC. J2 Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and other advisers. The firm employs a disciplined approach documented through Investment Policy Statements and integrates AI tools for compliance and operational support, while also offering subadvisory strategies and managing digital-asset accounts.

Annuities
user avatar

Nicholas S

Series 65

Troy, MI

J2 Capital Management, Inc.

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.

Annuities
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