John N. Salomon

J2 CAPITAL MANAGEMENT

Troy, MI 48098

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CRD#: 3035112

Professional summary

John Nmn Salomon JR, CFP®, who also goes by John Salomon Jr, John Salomon, 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 8 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Salomon Jr | John Salomon

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. SALOMON & ASSOCIATES PLLC, SINGLE MEMBER LLC, CPA FIRM. TAX PREPARATION FROM FEB 15 TO APRIL 15 EACH YEAR APPROXIMATELY 40 HOURS PER WEEK, AFTER APRIL 15, ABOUT 5 HOURS PER WEEK. J2 CAPITAL MANAGEMENT, INC. AND 50% SHAREHOLDER. DUTIES INCLUDE FINANCIAL PLANNING, CLIENT RELATIONSHIP MANAGEMENT, COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND OCCASIONAL SALE OF LIFE INSURANCE PRODUCTS. TIME SPENT IS THE FULL TIME EXCLUSIVE OF THE SALOMON & ASSOCIATES, PLLC COMMITMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nmn Salomon JR'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

July 1, 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

April 15, 2010 - July 1, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

TROY, MI

Past

April 27, 2009 - July 1, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

TROY, MI

Past

July 2, 2003 - April 27, 2009

SPC

RIA

CRD#: 110692

TROY, MI

Past

January 29, 2002 - April 27, 2009

SIGMA FINANCIAL CORPORATION

CRD#: 14303

TROY, MI

Past

May 14, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

May 14, 1998 - January 25, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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
(8/31/2021)

IAR

Michigan
(7/1/2010)

IAR

Texas
(10/27/2010)

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 66

Date: 7/14/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/7/1998

Investment Company Products/Variable Contracts 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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Firm Stability Insights

John N. Salomon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nmn Salomon JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHA CUBED INVESTMENTS, LLC

REGAL INVESTMENT ADVISORS LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SPC

SIGMA FINANCIAL CORPORATION

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

J2 CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/14/2003

Series 65

Date: 8/12/1999

Series 63

Date: 5/8/1998

Series 7

Date: 10/19/1999

Series 6

Date: 5/7/1998

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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