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Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-30
  • GA RA
    APPROVED
    Since 2024-08-30

Branch Locations

Atlanta, GA • United States

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Atlanta GA 12/2013 08/2022
Jb Capital, Llc Atlanta GA 08/2022 05/2026
Alera Investment Advisors, Inc Deerfield IL 08/2024 Present
Arista Advisory Group, Llc Mcdonough GA 09/2024 07/2025
  • 12/2013 → 08/2022
    Atlanta, GA
  • 08/2022 → 05/2026
    Jb Capital, Llc
    Atlanta, GA
  • 08/2024 → Present
    Alera Investment Advisors, Inc
    Deerfield, IL
  • 09/2024 → 07/2025
    Arista Advisory Group, Llc
    Mcdonough, GA
Previous Registrations
Other Businesses

JN Financial, LLC, an affiliate of JB Capital LLC; Licensed insurance agent that may recommend insurance and annuity products through various insurance companies to clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-23
  • S66 Uniform Combined State Law Examination
    2013-11-23
Designations
Other Names
  • Marlin Breard
  • John Marsellin Breard
  • John M Breard

View on SEC IAPD

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