John E. Benedict

J2 CAPITAL MANAGEMENT

Troy, MI 48098

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CRD#: 2783060

Professional summary

John Eric Benedict is a registered financial advisor currently at J2 CAPITAL MANAGEMENT, INC. located in Troy, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALL BUSINESS ACTIVITIES ARE LOCATED AT 1301 W. LONG LAKE RD., SUITE 260, TROY, MI 48098. J2 CAPITAL MANAGEMENT, INC., IAR AND 50% SHAREHOLDER. DUTIES INCLUDE FINANCIAL PLANNING, CLIENT RELATIONSHIP MANAGEMENT, CHIEF INVESTMENT OFFICER, AND OCCASIONAL SALE OF LIFE INSURANCE PRODUCTS. TIME SPENT EXCEEDS 40 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Eric Benedict's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 23, 2010 - Present

J2 CAPITAL MANAGEMENT, INC.

Office #1: 1301 W Long Lake Rd Suite 260, Troy, MI 48098

RIA

CRD#: 152964

Troy, MI

Past

June 15, 2018 - December 11, 2018

ALPHA CUBED INVESTMENTS, LLC

RIA

CRD#: 159347

Troy, MI

Past

August 30, 2013 - May 25, 2016

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

TROY, MI

Past

May 13, 2010 - July 1, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

TROY, MI

Past

February 6, 2007 - July 1, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

TROY, MI

Past

March 24, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 24, 1998 - February 7, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TROY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J2 CAPITAL MANAGEMENT, INC.

CRD#: 152964 / SEC#: 801-107928

RIA

Registered Investment Advisory firm - (6/2/2016 Approved)

Michigan

Registered Investment Advisory firm - (6/8/2016 Terminated)

Ohio

Registered Investment Advisory firm - (6/3/2016 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/9/2021)

IAR

Michigan
(7/23/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/1998

General Securities Representative Examination

Current Firm

J2 CAPITAL MANAGEMENT, INC.

CRD#: 152964 / SEC#: 801-107928

RIA

Registered Investment Advisory firm - (6/2/2016 Approved)

Michigan

Registered Investment Advisory firm - (6/8/2016 Terminated)

Ohio

Registered Investment Advisory firm - (6/3/2016 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2016 Terminated)

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Contact information

Main Address

1301 W Long Lake Rd Suite 260, Troy, MI 48098

Mailing Address

Phone number

(248) 641-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (10/23/2025)

Regulatory assets under management

Total Number of Accounts	844
AUM (Assets Under Management)	$ 178,738,210

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John E. Benedict

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Eric Benedict's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHA CUBED INVESTMENTS, LLC

REGAL INVESTMENT ADVISORS LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

J2 CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2010

Series 63

Date: 3/27/1998

Series 7

Date: 3/23/1998

Current Firm

J2 CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J2 CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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