John Pelon has been President of Patrick Financial Group since January 2022, is a control person of the firm and directly owns under 5% of it.
Patrick Financial Group, L.L.C. is a Brighton, MI firm with $170M under management, 607 clients and 1 adviser in one office, as of its March 2026 filing.
John Pelon’s longest registration was 6 years at Ats Capital Advisors (2019–2026). Before joining Patrick Financial Group in 2022, John Pelon was registered through Ats Capital Advisors and Advance Capital Management Inc.
- Patrick Financial Group LLC.Current– present · 4 yearsBrighton, MI · Adviser representative · Firm CRD 124610
- Ats Capital Advisors– · 6 yearsPlymouth, MI · Adviser representative · Firm CRD 305110
- Advance Capital Management Inc– · 5 yearsSouthfield, MI · Adviser representative · Firm CRD 110767
- World Asset Management, Inc.– · 1 yearBirmingham, MI · Adviser representative · Firm CRD 142108
Investment adviser representative registrations
John Pelon is registered as an investment adviser representative in Michigan, since January 2022.
- MichiganSince 7 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 October 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Brenner Pelon
- CRD
- 6058784
- Firm
- Patrick Financial Group · CRD 124610
- Role
- President
- Office
- MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUE, Brighton, MI 48116
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does John Pelon work?
John Pelon has been President of Patrick Financial Group, L.L.C. since January 2022, and is a control person of the firm.
Is John Pelon a financial advisor?
Yes. John Pelon has a current investment-adviser registration in Michigan, through Patrick Financial Group since January 2022.
How many years of experience does John Pelon have?
John Pelon has 13 years in the financial industry, since June 2013, across 4 adviser firms.
What exams has John Pelon passed?
John Pelon has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in March 2013. FINRA credited John Pelon with the SIE, which began in October 2018.
Where did John Pelon work before Patrick Financial Group?
Before Patrick Financial Group, John Pelon was registered through Advance Capital Management Inc, June 2014 to September 2019; World Asset Management, Inc., March 2013 to April 2014.
Where is John Pelon based?
John Pelon’s registered office is in Brighton, MI.
Is John Pelon registered with FINRA?
No. John Pelon has no current broker registration.
How can I verify John Pelon’s record?
Search CRD 6058784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Pelon’s full registration record.