John Picardi
Investment adviser representative at Bison Wealth, LLC
16 yearsExperience
2 statesRegistered in
$2.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2023 to now
- Bison Wealth, LLC.Jan 2022 to now
- Metric Financial, LLCJul 2022 to Nov 2023
- dba John Picardi & AssociatesJan 2022 to Jun 2024
- J.W. Cole Advisors, Inc.Oct 2010 to Jan 2022
- J.W. Cole Financial, Inc.Oct 2010 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4791307
- Firm CRD
- 299805