Jon Michael Brethauer
Presidente presso ProVise Management Group LLC
Profilo
Mr. Jon M.
Brethauer is a President at ProVise Management Group LLC.
Prior to joining ProVise Management Group, he was the Financial Planning Specialist for the Tampa Bay region with SunTrust Investment Services as well as an officer of SunTrust Bank.
Mr. Brethauer was former Treasurer and Board Member of the Rotary Club of Dunedin Waterside as well as a Paul Harris Fellow.
He is also a member of the Financial Planning Association of Tampa Bay and the Pinellas County Estate Planning Council.
Mr. Brethauer received his Bachelor of Business Administration in Finance with a concentration in Investments, a Bachelor of Business Administration in Financial Planning, and a Masters in Business Administration, all from the University of North Florida.
He holds the Accredited Investment Fiduciary designation and the Series 7 FINRA General Securities Representative License.
Posizioni attive di Jon Michael Brethauer
| Società | Posizione | Inizio |
|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Presidente | 01/01/2022 |
Precedenti posizioni note di Jon Michael Brethauer
| Società | Posizione | Fine |
|---|---|---|
| SunTrust Bank, South Florida NA (Fort Lauderdale) | Corporate Officer/Principal | - |
Suntrust Investment Services, Inc. (Investment Adviser)
 Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Corporate Officer/Principal | - |
Formazione di Jon Michael Brethauer
| University of North Florida | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Finance |
| SunTrust Bank, South Florida NA (Fort Lauderdale) | Finance |
- Borsa valori
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- Jon Michael Brethauer
