John
Benedict

J2 Capital Management, Inc

CRD#2783060
Investment Advisor
in Troy, MI

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About this Advisor

John Benedict is a financial advisor who works in Troy, Michigan with a total of 13 years of relevant experience. Benedict is an advisor for J2 Capital Management, Inc. Throughout their career, they have worked at J2 Capital Management, Inc (152964), Regal Investment Advisors and Alpha Cubed Investments LLC. Benedict holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Michigan. J2 Capital Management, Inc is a business headquartered in Troy, MI. It has just three advisors. It has $157 million in total assets across its 1,158 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,158 customer accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets. J2 Capital Management, Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on which services the firm provides the client. However, fee types billed by J2 Capital Management, Inc likely are comprised of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

1301 W Long Lake Rd Suite 260
Troy, MI 48098

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J2 Capital Management, Inc Brokerage Details

Total Assets Under Management

$157,143,202

MI Average: $943,424,332
Total Number of Employees

3

MI Average: 21
Total Number of Accounts

1,158

MI Average: 1,586
Average Account Size

$135,702

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Benedict Work History

John has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

J2 Capital Management, Inc (152964)

2018 - 2018 (< 1 year)

Alpha Cubed Investments LLC

2013 - 2016 (3 years)

Regal Investment Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Benedict to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J2 Capital Management, Inc

John Salomon
Troy, MI
John Benedict
Troy, MI
Nicholas Salomon
Troy, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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