Unclaimed Profile

John Brenner Pelon

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan

SIE, Series 6, Series 63, Series 65Clean record13 years registeredPATRICK FINANCIAL GROUP, L.L.C.

MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 6058784Firm CRD# 124610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Brenner Pelon · BRIGHTON, MI

Registration

CRD #6058784 · PATRICK FINANCIAL GROUP, L.L.C. · 13 years registered

Brand Profile

Not yet started

Career History

PATRICK FINANCIAL GROUP LLC.

Jan 2022 – present

ATS CAPITAL ADVISORS

Oct 2019 – Mar 2026

PLYMOUTH, MI

ADVANCE CAPITAL MANAGEMENT INC

Jun 2014 – Sep 2019

SOUTHFIELD, MI

WORLD ASSET MANAGEMENT, INC.

Mar 2013 – Apr 2014

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · March 28, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATRICK FINANCIAL GROUP, L.L.C.

CRD 124610 · SEC 801-80932

AUM

$132M

Regulatory assets under management

Employees

1,167 client accounts

Services offered by PATRICK FINANCIAL GROUP, L.L.C.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PATRICK FINANCIAL GROUP, L.L.C. →

Introduction

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Frequently Asked Questions

What services does John Brenner Pelon offer?

John Brenner Pelon specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIGHTON, Michigan for a consultation.

What are John Brenner Pelon's credentials?

John Brenner Pelon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Brenner Pelon located?

John Brenner Pelon is based in BRIGHTON, Michigan, working with PATRICK FINANCIAL GROUP, L.L.C.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.

How does John Brenner Pelon charge for services?

John Brenner Pelon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATRICK FINANCIAL GROUP, L.L.C.?

PATRICK FINANCIAL GROUP, L.L.C. has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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