Jon Michael Brethauer

Current Employers

Employment History

• 01/2008 → Present
  Provise Management Group, Llc
  Clearwater, FL
• 01/2008 → Present
  Kestra Investment Services, Llc
  Clearwater, FL
• 01/2021 → Present
  Provise Management Company, Inc.
  Clearwater, FL

Previous Registrations

• 2016-06-24 → 2021-12-08
  Kestra Advisory Services, Llc
  Clearwater, FL
  Tampa, FL
• 2006-07-26 → 2008-01-02
  Truist Investment Services, Inc.
  Brooksville, FL
  Crystal River, FL
  Zephyrhills, FL
  Spring Hill, FL
  Saint Petersburg, FL
  Sun City Center, FL
  Brandon, FL
  Saint Petersburg, FL
  Tampa, FL
  New Port Richey, FL
  Temple Terrace, FL
  Bushnell, FL
  Beverly Hills, FL
  Tampa, FL
  Lutz, FL
  Tampa, FL
  Plant City, FL
  Tampa, FL
  Seffner, FL
  Tampa, FL
  Tampa, FL
  Brooksville, FL
  Bayonet Point, FL
  Holiday, FL
  Hudson, FL
  Brooksville, FL
  Brooksville, FL
  Spring Hill, FL
  Spring Hill, FL
  Spring Hill, FL
  Spring Hill, FL
  Lake Panasoffkee, FL
  Hernando, FL
  Inverness, FL
  Inverness, FL
  Homosassa, FL
  Crystal River, FL
  Homosassa, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Largo, FL
  Oldsmar, FL
  New Port Richey, FL
  New Port Richey, FL
  Palm Harbor, FL
  Palm Harbor, FL
  Port Richey, FL
  Pinellas Park, FL
  Ruskin, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  St Petersburg, FL
  St Petersburg, FL
  Seminole, FL
  Largo, FL
  Zephyrhills, FL
  Tarpon Springs, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Holiday, FL
  New Port Richey, FL
  New Port Richey, FL
  Lutz, FL
  Dade City, FL
  Zephyrhills, FL
  Wesley Chapel, FL
  Valrico, FL
  Tampa, FL
  Tampa, FL
  Dunedin, FL
  Clearwater, FL
  Saint Petersburg, FL
  Clearwater, FL
  Palm Harbor, FL
  St. Petersburg, FL
  Saint Petersburg, FL
  Largo, FL
  Tampa, FL
  Lutz, FL
  Plant City, FL
  Tampa, FL
  Tampa, FL
  Belleair Bluffs, FL
  Dunedin, FL
  Clearwater, FL
  Dunedin, FL
  Palm Harbor, FL
  St. Petersburg, FL
  Brandon, FL
  Tampa, FL
  Riverview, FL
  St Petersburg, FL
  St Petersburg, FL
  Tampa, FL
  Tampa, FL
  Brooksville, FL
  Plant City, FL
  Port Richey, FL
  St. Petersburg, FL
  Brandon, FL
  Tampa, FL
  Inverness, FL
  Tampa, FL
  Holiday, FL
  Brandon, FL
  Oldsmar, FL
  Tampa, FL
  Riverview, FL
  Lithia, FL
  Tampa, FL
  Tampa, FL

Other Businesses

Name: ProVise Management Group, LLC - Investment Related: Yes - Address: Clearwater FL 33759 - Nature: Registered Rep activities through Kestra Investment Services, LLC using a DBA name; Insurance - Position: Partner - Title: President - Start Date: 1/14/2008 - Hrs/Mth: 91% - 100% - Hrs/Mth during trading: 91% - 100% - Duties: Administrative duties related to investment advisory services, financial planning and wealth management areas. Name: ProVise Management Company Inc. - Investment Related: No - Address: Clearwater, FL 33759 - Nature: Management Company - Position: Partner - Title: President - Start Date: 1/4/2016 - Hrs/Mth: 11% - 20% - Hrs/Mth during trading: 11% - 20% - Duties: Management of ProVise Management Group, LLC Name: BayCare Alliant Hospital - Investment Related: No - Address: 601 Main Street Dunedin FL 34698 - Nature: Community Hospital - Position: BOD - Title: Member - Start Date: 9/23/2020 - Hrs/Mth: 0% - 10% - Hrs/Mth during trading: 0% - 10% - Duties: Assist in strategic, high level planning for the hospital and utilization of their resources. Name: Morton Plant Mease Hospital - Investment Related: No - Address: 300 Pinellas Street, Clearwater FL 33756 - Nature: Community Hospital - Position: BOD - Title: Member - Start Date 1/25/2025 - Hrs/Mth: 5 - Hrs/Mth during trading: 1 - Duties: Oversee the hospital's activities and review clinical excellence, financial metrics and leadership.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-24

Designations