JB
CFP
JB
CFP

Jon Michael Brethauer

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
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Location

611 Druid Rd E. Ste 105, Clearwater, FL, 33756

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jon is an employee of ProVise Management Group, LLC, where he works nearly full-time providing investment advisory services and insurance. He also serves as a partner at ProVise Management Company Inc. and holds board positions at BayCare Alliant Hospital and Morton Plant Mease Healthcare Foundation.

Employment History
Current Registrations
Provise Management Group, LLC
February 2008 - Present · 18 yrs
Kestra Investment Services, LLCBroker
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
June 2016 - December 2021 · 5 yrs 6 mos
NFP Advisor Services, LLC
February 2008 - September 2016 · 8 yrs 7 mos
Suntrust Investment Services, INC.
July 2006 - January 2008 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
June 2004 - January 2008 · 3 yrs 7 mos
State Registrations41 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jon Michael Brethauer - Financial Advisor | TrueAdvisor