John Picardi
Advisor at Bison Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bison Wealth, LLC
Location
Atlanta, GA 30326
Credentials
Series 63, Series 65
Industry experience
21 years
About
John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Metric Financial, LLC, and J.W. Cole Advisors, Inc. He is also involved in the sale of fixed and traditional insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing a combination of tactical and strategic allocations with access to alternative investments and an option-based Overlay Strategy.
Client services
Based on Bison Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Bison Wealth, LLC
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Fee options
Financial planning fees may be fixed fees as agreed
Negotiable, up to 2.0% annually; may be fixed percent or tiered rates applied to different tranches of account value
Financial planning fees may be charged on an hourly basis as agreed
Minimum fee: $120 annually ($10 per month) administrative service fee per account, charged under certain circumstances Fee-only: Financial planning fees charged separate from advisory fees; can be fixed fee or hourly, monthly or quarterly basis as agreed in Financial Planning Agreement
Location
3550 Lenox Road Ne, Suite 2550
Atlanta, GA 30326
Most active in
John P has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Work history
Purshe Kaplan Sterling Investments
2023 - Present (3 years)
Metric Financial, LLC
2022 - 2023 (1 year)
Bison Wealth, LLC.
2022 - Present (4 years)
DBA John Picardi & Associates
2022 - 2024 (2 years)
J.W. Cole Advisors, INC.
2010 - 2022 (12 years)
J.W. Cole Financial, INc.
2010 - 2022 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Gregory S
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
James S
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Adam D
Series 65
Atlanta, GA
Adam Capital
Jason A
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Chloe M
CFP®, Series 63
Atlanta, GA
Financial Staples
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")