Unclaimed Profile

Jon Michael Brethauer

PROVISE MANAGEMENT GROUP, LLC·CLEARWATER, Florida

SIE, Series 7, Series 66CFPClean record20 years registeredPROVISE MANAGEMENT GROUP, LLC

611 DRUID RD E. STE 105, CLEARWATER, FL 33756CRD# 4760552Firm CRD# 105375

Profile Verification

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

Identity

Jon Michael Brethauer · CLEARWATER, FL

Registration

CRD #4760552 · PROVISE MANAGEMENT GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PROVISE MANAGEMENT GROUP, LLC

Feb 2008 – present

KESTRA ADVISORY SERVICES, LLC

Jun 2016 – Dec 2021

CLEARWATER, FL

NFP ADVISOR SERVICES, LLC

Feb 2008 – Sep 2016

CLEARWATER, FL

SUNTRUST INVESTMENT SERVICES, INC.

Jul 2006 – Jan 2008

BROOKSVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 26, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROVISE MANAGEMENT GROUP, LLC

CRD 105375 · SEC 801-32172

AUM

$1.9B

Regulatory assets under management

Employees

3,871 client accounts

Services offered by PROVISE MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROVISE MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Michael Brethauer offer?

Jon Michael Brethauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Jon Michael Brethauer's credentials?

Jon Michael Brethauer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jon Michael Brethauer located?

Jon Michael Brethauer is based in CLEARWATER, Florida, working with PROVISE MANAGEMENT GROUP, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.

How does Jon Michael Brethauer charge for services?

Jon Michael Brethauer's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: fees as solicitor for seabridge invest advisor. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROVISE MANAGEMENT GROUP, LLC?

PROVISE MANAGEMENT GROUP, LLC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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