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Jeffrey Richard Gomez

G2 CAPITAL MANAGEMENT, LLC·COLUMBUS, Ohio
SIE, Series 7CFPClean record15 years registeredG2 CAPITAL MANAGEMENT, LLC
1600 WEST LANE AVENUE, COLUMBUS, OH 43221CRD# 5299393Firm CRD# 286521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Richard Gomez · COLUMBUS, OH
Registration
CRD #5299393 · G2 CAPITAL MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

G2 CAPITAL MANAGEMENT, LLC
Jan 2017 – present
WEALTHSTONE INC
Aug 2010 – Jan 2017
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Registration record
First registered · August 24, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
G2 CAPITAL MANAGEMENT, LLC
CRD 286521 · SEC 801-113196
AUM
$557M
Regulatory assets under management
Employees
5
377 client accounts
Services offered by G2 CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at G2 CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Richard Gomez offer?
Jeffrey Richard Gomez specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Jeffrey Richard Gomez's credentials?
Jeffrey Richard Gomez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Richard Gomez located?
Jeffrey Richard Gomez is based in COLUMBUS, Ohio, working with G2 CAPITAL MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jeffrey Richard Gomez charge for services?
Jeffrey Richard Gomez's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is G2 CAPITAL MANAGEMENT, LLC?
G2 CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Greg Robert Grabovac
COLUMBUS, OH
James Harrison Graver
COLUMBUS, OH

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