Jeffrey Gomez (CRD# 5299393) is an Investment Advisor Representative working at G2 Capital Management, LLC in Columbus, OH and has 1 year of experience in the finance industry. Jeffrey Gomez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| G2 Capital Management, LLC | Columbus, OH | Jan 2017 - Current | 7 |
| Wealthstone Equities, Inc. | Columbus, OH | Apr 2010 - Jan 2017 | 6 |
| Wealthstone, Inc. | Columbus, OH | Oct 2005 - Jan 2017 | 11 |
- OH
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts377ACCOUNTS
-
Average Account Value$1,477,402
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
OH
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