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John Marlin Breard

John M. Breard

JOHNSON BRUNETTI
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 6251966
John Marlin Breard

Professional summary

John Marlin Breard, CFP®, who also goes by John M Breard, John Marsellin Breard, Marlin Breard, is a registered financial advisor currently at JOHNSON BRUNETTI located in Atlanta, Georgia and ALERA INVESTMENT ADVISORS, LLC located in Marietta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John M Breard | John Marsellin Breard | Marlin Breard

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.
JN Financial, LLC, an affiliate of JB Capital LLC; Licensed insurance agent that may recommend insurance and annuity products through various insurance companies to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Marlin Breard'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

August 29, 2022 - Present

JOHNSON BRUNETTI

Office #1: 3301 Windy Ridge Pkwy Se Suite 105, Atlanta, GA 30339
RIA
CRD#: 171168
Atlanta, GA
Current

August 30, 2024 - Present

ALERA INVESTMENT ADVISORS, LLC

Office #1: 500 Dallas Hwy; Suite 202, Marietta, GA 30064
RIA
CRD#: 287906
Marietta, GA
Past

October 4, 2024 - July 1, 2025

ARISTA CONSULTING GROUP

RIA
CRD#: 292330
McDonough, GA
Past

November 5, 2014 - September 19, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ATLANTA, GA
Past

November 4, 2014 - September 19, 2022

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ATLANTA, GA
Past

December 2, 2013 - October 16, 2014

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ATLANTA, GA
Past

November 2, 2013 - October 16, 2014

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
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".
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES

CRD#: 287906 / SEC#: 801-111892

RIA
Registered Investment Advisory firm - (10/26/2017 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.

Highlighted states indicate IAR registrations

IAR
Connecticut
(8/29/2022)
IAR
Georgia
(9/1/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2013
General Securities Representative Examination

Current Firm

AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES

CRD#: 287906 / SEC#: 801-111892

RIA
Registered Investment Advisory firm - (10/26/2017 Approved)
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Contact information

Main Address
Three Parkway North Suite 500, Deerfield, IL 60015-2567
Mailing Address
Phone number
(847) 457-3000
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (40 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 2A (5/1/2025)

Regulatory assets under management

Total Number of Accounts3,097
AUM (Assets Under Management)$ 3,572,112,624

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

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906Atlanta, GA 30339

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