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Information

Other Names: John Eric Benedict
Firm:
Additional Firm:
Type: RIA
Description

John E. Benedict is a representative at J2 Capital Management, Inc. located in Troy, MI. J2 Capital Management, Inc. primarily manages accounts for individuals, high net worth individuals, and corporations or other businesses and has more than $70M in assets under management. J2 Capital counsels individuals who live across ...(see more)

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Answers and Guides

0 Answers and 0 Financial Guides

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John E. Benedict has not answered any questions on Financial Q&A.

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Advisor Information

Advisor Assets Under Management

help text
$76.0M
Total Assets
220
Clients
$345.5K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

Individuals
High Net Worth Individuals
Corporations or Other Businesses

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

Employer Years Dates
Regal Investment Advisors 8 months, 3 weeks Aug 2013 - Present
J2 Capital Management, Inc. 3 years, 10 months Jun 2010 - Present
Benedict Asset Management, LLC 4 years, 10 months Feb 2007 - Dec 2011
Commonwealth Financial Network 3 years, 5 months Feb 2007 - Jul 2010
Ids Life Insurance Company 9 years Feb 1998 - Feb 2007
American Express Financial Advisors Inc. 9 years Feb 1998 - Feb 2007
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 09/16/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
09/16/2013
07/31/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 03/16/2010
Uniform Securities Agent State Law Examination Series 63 03/27/1998
General Securities Representative Examination Series 7 03/23/1998

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.


Types of Compensation Arrangements