Jeffrey Richard Gomez
Investment adviser representative at G2 Capital Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$756.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- G2 Capital Management, LLCJan 2017 to now
- Wealthstone Equities, Inc.Apr 2010 to Jan 2017
- Wealthstone, IncOct 2005 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
G2 Capital Management, LLC
$756.5MAssets managed
107Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5299393
- Firm CRD
- 286521