Jeffrey Gomez has been Principal, Managing Member and Chief Compliance Officer of G2 Capital Management since January 2017, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Gomez holds a Bachelor's degree in Business Administration from The Ohio State University.
G2 Capital Management, LLC is a Columbus, OH firm with $757M under management, 107 clients and 5 advisers in one office, as of its March 2026 filing.
Jeff Gomez is co-founder and president of G2 Capital Management. He provides investment management and financial advisory services to high-net-worth individuals, including executives, professionals, business owners and multigenerational families. Before co-founding G2 Capital, he was an equity owner at a wealth management firm in Columbus, and he previously spent nearly 10 years at Ernst & Young, where he specialized in taxation.
Jeffrey Gomez’s longest registration is the current one, 9 years at G2 Capital Management since 2017. Before joining G2 Capital Management in 2017, Jeffrey Gomez was registered through Wealthstone Inc.
- G2 Capital Management, LLCCurrent– present · 9 yearsColumbus, OH · Adviser representative · Firm CRD 286521
- Wealthstone Inc– · 6 yearsColumbus, OH · Adviser representative · Firm CRD 110725
Professional designations
Listed by G2 Capital Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Gomez is registered as an investment adviser representative in Ohio, since January 2017.
- OhioSince 27 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 April 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Richard Gomez
- CRD
- 5299393
- Firm
- G2 Capital Management · CRD 286521
- Role
- Principal, Managing Member and Chief Compliance Officer
- Office
- 1600 WEST LANE AVENUE, SUITE 270, Columbus, OH 43221
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- g2capital.net
Where does Jeffrey Gomez work?
Jeffrey Gomez has been Principal, Managing Member and Chief Compliance Officer of G2 Capital Management, LLC since January 2017, and is a control person of the firm.
Is Jeffrey Gomez a financial advisor?
Yes. Jeffrey Gomez has a current investment-adviser registration in Ohio, through G2 Capital Management since January 2017.
How many years of experience does Jeffrey Gomez have?
Jeffrey Gomez has 16 years in the financial industry, since April 2010, across 2 adviser firms.
What exams has Jeffrey Gomez passed?
Jeffrey Gomez passed the Series 7 in April 2010. FINRA credited Jeffrey Gomez with the SIE, which began in October 2018.
Where did Jeffrey Gomez work before G2 Capital Management?
Before G2 Capital Management, Jeffrey Gomez was registered through Wealthstone Inc, August 2010 to January 2017.
Where is Jeffrey Gomez based?
Jeffrey Gomez’s registered office is in Columbus, OH.
Is Jeffrey Gomez registered with FINRA?
No. Jeffrey Gomez has no current broker registration.
Is Jeffrey Gomez a CFP?
G2 Capital Management lists Jeffrey Gomez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Gomez’s record?
Search CRD 5299393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Gomez’s full registration record.
