Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Michael Brethauer is a financial advisor at Provise Management Group, LLC, based in Clearwater, Florida. Jon has been in the industry since 2004 and has been a registered representative with the firm since 2008. Jon holds the Series 7, Series 66, and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™. Jon specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations. Jon is also a partner at ProVise Management Company Inc. and serves on the boards of BayCare Alliant Hospital and the Morton Plant Mease Healthcare Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
08/11/2023 - Present
Provise Management Group, LLC (CLEARWATER FL)
FL
06/25/2004 - 01/02/2008
SUNTRUST INVESTMENT SERVICES, INC. (BROOKSVILLE FL)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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