J2 Capital Management, Inc.

J2 Capital Management, Inc. is a financial advisory firm established in April 2009 by John Salomon, Jr. and John Benedict. The firm offers various services, including Investment Supervisory Services tailored to individual client goals, Variable Annuity management, 401k Management, Subadvisory Services, and Financial Planning. Clients have the option to impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has approximately $178.7 million in discretionary assets under management. For retail clients, fees for Investment Supervisory Services range from 0.80% to 1.30% based on asset levels, with a separate fee structure for cryptocurrency management. Financial Planning services are charged at $250 per hour. Clients are responsible for third-party fees, and J2CM may utilize margin transactions and other strategies involving risks like short sales and options writing. The firm generally serves individuals, high-net-worth individuals, corporations, and advisors, with a retail account minimum of $200,000. J2CM employs various analysis methods, including charting, fundamental, technical, and cyclical analysis, to manage client investments. The firm does not accept performance-based fees and maintains a Code of Ethics to address conflicts of interest. J2CM recommends Charles Schwab & Co., Inc. Advisor Services for brokerage services. Clients receive regular reports and have the option to direct brokerage. J2CM has no disciplinary actions, bankruptcy petitions, or financial conditions impairing client commitments in the last ten years.