The person and the team you decide to hire to manage your finances and help you achieve your goals should be someone you trust and like.
John Benedict has been in the investment industry since 1998 where he started at American Express Financial Advisors. In 2007, he opened his own RIA and merged with John Salomon in 2010 to co-create J2 Capital Management. He has combined his talents and passion in statistics and technical analysis to create J2’s tactical strategies, managing them since the beginning of the organization. John is a graduate of Central Michigan University and is married to wife Janine with three children Jack, Alexis and Saraphina.
His thoughts have appeared in the “Wall Street Journal”, moneyshow.com and Investment News. John Benedict in the past has been a member of both NAAIM (National Association of Active Investment Managers) and the MTA ( Market Technicians Association). He is a frequent contributor in the media discussing markets and technical analysis. John was a contributor in the book “The StockTwits Edge: 40 Actionable Trade Set-Ups from Real Market Pros” (Wiley Trading, July 2011).
John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER™ certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John’s technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.
Jon has been involved in the investment industry since 2015. What started as an interest in day trading, developed into a deep passion for the markets. From long term investing and portfolio theory to making markets for commodity options, Jon has been exposed to a wide variety of trading and investment opportunities.
He spent time working at Waddell & Reed Financial as a financial advisor assistant, learning the ins and outs of developing a portfolio and building relationships with clients. After graduating from Michigan State University with a major in Economics, Jon went on to work at Ronin Capital as a trading assistant trading soft commodity options, making option markets for brokers and using technical analysis to trade and hedge positions. Jon is a resident of Lake Orion, and enjoys fitness, football and spending time with his family.
Jon’s role with J2 includes supporting lead portfolio manager John Benedict in monitoring the firms positions, stock markets, stock and investment idea generation, as well as assisting the firm in inputting financial plan data for its clients. Additionally, Jon assists in communicating the J2 Strategy to other advisors.
Lisa has been with J2 Capital Management since the start, helping meet the needs of J2 Capital Management and its clients. She is the steady rock at J2 that greets clients and helps with all client issues and concerns. You will find Lisa as kind and helpful as they come.
Lisa began her career as an office manager for the 1,300-member Celebration Church. It was her responsibility to coordinate all business operations, promotions and special events. Lisa was recognized for her excellent people skills, organizational and administrative abilities. From there, Lisa was recruited by White Funeral Homes, Inc. to manage and administer all daily operations, telecommunications, payroll and legal filings for five Metroplex locations. After four successful years in the mortuary science business, Lisa moved to the financial planning field with J2 Capital Management. Lisa is an avid golfer. She enjoys the outdoors and spending time with her family and grandchildren.