JP
John Picardi
BISON WEALTH
KENNESAW, GA 30153
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CRD#: 4791307
JP
Professional summary
John Picardi is a registered financial advisor currently at BISON WEALTH, LLC located in Kennesaw, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Kennesaw, Georgia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. John has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Bison Wealth, LLC DBA John Picardi & Associates; Yes; 1300 Ridenour Blvd NW Suite 221 Kennesaw, GA 30153; RIA; IAR; 06/2022; 160; 130; Manage client accounts and relationships. 2. Fixed Insurance; Yes; 1300 Ridenour Blvd NW Suite 221 Kennesaw, GA 30153; Fixed/Traditional Insurance; Agent; 10/2023; 10; 10; Sales of Fixed/Traditional insurance products. 3. PKSF; Yes; 80 State St Albany, NY 12207; Fixed/Traditional Insurance; Agent; 10/2023; 10; 10; Sales of Fixed/Traditional insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view John Picardi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 14, 2025 - Present
BISON WEALTH, LLC
Office #1: 1300 Ridenour Blvd Suite 221, Kennesaw, GA 30153Office #2: 80 State Street, Albany, NY 12207RIA
CRD#: 299805
KENNESAW, GA
Current
November 16, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1300 Ridenour Blvd Nw Suite 221, Kennesaw, GA 30153Office #2: 80 State Street, Albany, NY 12207BD
CRD#: 35747
Kennesaw, GA
Past
August 23, 2022 - December 31, 2024
BISON WEALTH, LLC
RIA
CRD#: 165931
Kennesaw, GA
Past
July 21, 2022 - November 7, 2023
METRIC FINANCIAL, LLC
BD
CRD#: 33324
ATLANTA, GA
Past
October 29, 2010 - January 11, 2022
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Kennesaw, GA
Past
October 20, 2010 - January 11, 2022
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Kennesaw, GA
Past
August 20, 2008 - October 20, 2010
MONEY CONCEPTS CAPITAL CORP
RIA
CRD#: 12963
ACWORTH, GA
Past
August 13, 2008 - October 20, 2010
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
ACWORTH, GA
Past
February 26, 2007 - August 18, 2008
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
ATLANTA, GA
Past
June 30, 2004 - August 18, 2008
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/28/2023)
RR
Colorado(11/22/2023)
RR
Florida(11/17/2023)
RR
Georgia(11/21/2023)
IAR
Georgia(3/14/2025)
RR
North Carolina(11/20/2023)
RR
Virginia(11/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
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Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BISON WEALTH, LLC
CRD#: 299805Kennesaw, GA 30153TRUST BUT VERIFY
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