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Principal, Managing Member and Chief Compliance Officer · G2 Capital Management, LLC

Jeffrey R. Gomez

CRD 5299393 · Named on Form ADV at one SEC-registered adviser

At a glance

G2 Capital Management, LLC, an SEC-registered wealth manager based in Columbus, OH with $757 million in regulatory assets, lists Jeffrey R. Gomez on its Form ADV as Principal, Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • G2 Capital Management, LLCPrincipal, Managing Member and Chief Compliance OfficerWealth manager · Columbus, OH · $757M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.