Jeffrey R. Gomez

G2 CAPITAL MANAGEMENT

COLUMBUS, OH 43221

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CRD#: 5299393

Professional summary

Jeffrey Richard Gomez, CFP® is a registered financial advisor currently at G2 CAPITAL MANAGEMENT, LLC located in Columbus, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeffrey has worked at 3 firms and has passed the SIE 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.

Owner of Sellix International Detection. This is a holding company for investment related purposes but is currently not active.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Gomez'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: 2016

Experience

Current

January 27, 2017 - Present

G2 CAPITAL MANAGEMENT, LLC

Office #1: 1600 West Lane Avenue Suite 270, Columbus, OH 43221

RIA

CRD#: 286521

COLUMBUS, OH

Past

August 24, 2010 - January 24, 2017

WEALTHSTONE ADVISORS

RIA

CRD#: 110725

COLUMBUS, OH

Past

April 29, 2010 - November 8, 2016

WEALTHSTONE EQUITIES, INC.

CRD#: 17826

COLUMBUS, OH

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".

G2 CAPITAL MANAGEMENT, LLC

G2 CAPITAL MANAGEMENT, INC. | G2 CAPITAL MANAGEMENT, LLC

CRD#: 286521 / SEC#: 801-113196

RIA

Registered Investment Advisory firm - (5/10/2018 Approved)

Ohio

Registered Investment Advisory firm - (5/15/2018 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

Ohio
(1/27/2017)

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

General Industry/Product Exam

SIE

Date: 11/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/2010

General Securities Representative Examination

Current Firm

G2 CAPITAL MANAGEMENT, LLC

G2 CAPITAL MANAGEMENT, INC. | G2 CAPITAL MANAGEMENT, LLC

CRD#: 286521 / SEC#: 801-113196

RIA

Registered Investment Advisory firm - (5/10/2018 Approved)

Ohio

Registered Investment Advisory firm - (5/15/2018 Terminated)

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Contact information

Main Address

1600 West Lane Avenue Suite 270, Columbus, OH 43221

Mailing Address

Phone number

(614) 484-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

G2 FORM ADV2A DISCLOSURE BROCHURE, FORM ADV2B BROCHURE SUPPLEMENT AND PRIVACY POLICY (7/21/2025)

Regulatory assets under management

Total Number of Accounts	440
AUM (Assets Under Management)	$ 596,132,589

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/12/2024	Cover Page	Report
12/13/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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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Jeffrey R. Gomez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Gomez's CRS (Customer Relationship Summary).

Certified licenses

Experience

G2 CAPITAL MANAGEMENT, LLC

WEALTHSTONE ADVISORS

WEALTHSTONE EQUITIES, INC.

Primary Firm SEC Registration

G2 CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 11/8/2016

Series 7

Date: 4/28/2010

Current Firm

G2 CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

G2 CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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