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JP

John B. Pelon

PATRICK FINANCIAL GROUP LLC.
Brighton, MI 48116
Some features on this profile are disabled
CRD#: 6058784
JP

Professional summary

John Brenner Pelon is a registered financial advisor currently at PATRICK FINANCIAL GROUP LLC. located in Brighton, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 5 firms and has passed the Series 63, Series 65, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Brenner Pelon's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 7, 2022 - Present

PATRICK FINANCIAL GROUP LLC.

Office #1: Millpond Parke Office Building 824 West Grand River Avenue, Brighton, MI 48116
RIA
CRD#: 124610
Brighton, MI
Past

October 5, 2019 - March 16, 2026

ATS CAPITAL ADVISORS

RIA
CRD#: 305110
PLYMOUTH, MI
Past

October 10, 2014 - December 31, 2016

ADVANCE CAPITAL SERVICES, INC.

BD
CRD#: 19347
SOUTHFIELD, MI
Past

June 12, 2014 - September 30, 2019

ADVANCE CAPITAL MANAGEMENT INC

RIA
CRD#: 110767
SOUTHFIELD, MI
Past

March 28, 2013 - April 2, 2014

WORLD ASSET MANAGEMENT, INC.

RIA
CRD#: 142108
BIRMINGHAM, MI

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".
PF
PATRICK FINANCIAL GROUP LLC.
PATRICK FINANCIAL GROUP LLC. | PATRICK,JOBIE,ALLEN | PATRICK FINANCIAL GROUP, L.L.C.

CRD#: 124610 / SEC#: 801-80932

RIA
Registered Investment Advisory firm - (2/2/2015 Approved)
Michigan
Registered Investment Advisory firm - (3/13/2015 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/7/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 2/11/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/25/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/10/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PF
PATRICK FINANCIAL GROUP LLC.
PATRICK FINANCIAL GROUP LLC. | PATRICK,JOBIE,ALLEN | PATRICK FINANCIAL GROUP, L.L.C.

CRD#: 124610 / SEC#: 801-80932

RIA
Registered Investment Advisory firm - (2/2/2015 Approved)
Michigan
Registered Investment Advisory firm - (3/13/2015 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Millpond Parke Office Building 824 West Grand River Avenue, Brighton, MI 48116
Mailing Address
Phone number
(810) 225-9876
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,232
AUM (Assets Under Management)$ 144,253,460

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PATRICK FINANCIAL GROUP LLC.

CRD#: 124610Brighton, MI 48116

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