John Brenner Pelon
Investment adviser representative at Patrick Financial Group LLC.
12 yearsExperience
1 stateRegistered in
$170.4MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Patrick Financial Group LLC.Jan 2022 to now
- Ats Capital AdvisorsOct 2019 to Dec 2021
- Advance Capital SevicesApr 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Patrick Financial Group LLC.
Legal name: Patrick Financial Group, L.L.C.
$170.4MAssets managed
607Clients
2Advisers
11 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
- 6058784
- Firm CRD
- 124610