John B. Pelon

ATS CAPITAL ADVISORS

Plymouth, MI 48170

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CRD#: 6058784

Professional summary

John Brenner Pelon is a registered financial advisor currently at ATS CAPITAL ADVISORS located in Plymouth, Michigan and 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.

ATS Capital Advisors, a registered investment adviser, since October 2019, President and CCO, investment related. 875 South Main Street, Plymouth, Michigan 48170. 4 hours a month during trading.

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

October 5, 2019 - Present

ATS CAPITAL ADVISORS

Office #1: 875 S. Main Street, Plymouth, MI 48170

RIA

CRD#: 305110

Plymouth, MI

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 10, 2014 - December 31, 2016

ADVANCE CAPITAL SERVICES, INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

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

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/10/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (3 States and Territories)

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 Accounts	1,232
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.

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Advisor Monitoring

Firm Stability Insights

John B. Pelon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Brenner Pelon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRICK FINANCIAL GROUP LLC.

ADVANCE CAPITAL SERVICES, INC.

ADVANCE CAPITAL MANAGEMENT INC

WORLD ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

PATRICK FINANCIAL GROUP LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/11/2015

Series 65

Date: 3/25/2013

SIE

Date: 12/31/2016

Series 6

Date: 10/10/2014

Current Firm

PATRICK FINANCIAL GROUP LLC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATRICK FINANCIAL GROUP LLC.

TRUST BUT VERIFY

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