Jeffrey Richard Gomez

Employer firm

G2 Capital Management, LLC CRD 286521

$757M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• FAMILY WEALTH MANAGEMENT AND CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 01/2017
  Wealthstone Equities, Inc.
  Columbus, OH
• 10/2005 → 01/2017
  Wealthstone, Inc
  Columbus, OH
• 01/2017 → Present
  G2 Capital Management, Llc
  Columbus, OH

Previous Registrations

• 2010-08-24 → 2017-01-24
  Wealthstone Advisors
  Columbus, OH

Other Businesses

Owner of Sellix International Detection. This is a holding company for investment related purposes but is currently not active.

Designations

• Certified Financial Planner