JB
CFP
JB
CFP

John Marlin Breard

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$5K
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Location

3301 Windy Ridge Pkwy SE, Suite 105, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is affiliated with JN Financial, LLC, and is a licensed insurance agent. He may recommend insurance and annuity products through various insurance companies to clients.

Employment History
Current Registrations
Alera Investment Advisors, LLC
August 2024 - Present · 1 yr 6 mos
Johnson Brunetti
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Arista Consulting Group
October 2024 - July 2025 · 9 mos
VALIC Financial Advisors, INC.
November 2014 - September 2022 · 7 yrs 10 mos
VALIC Financial Advisors, INC.Broker
November 2014 - September 2022 · 7 yrs 10 mos
VALIC Financial Advisors, INC.
December 2013 - October 2014 · 10 mos
VALIC Financial Advisors, INC.Broker
November 2013 - October 2014 · 11 mos
State Registrations2 states
CTGA
Advisor
Exams
No exam information available for this advisor.