Justin Matthew Whitmer

Employer firm

Provise Management Group, LLC CRD 105375

$2.03B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 09/2021
  Pruco Securities Llc
  Franklin, TN
• 06/2017 → 08/2019
  Belmont University
  Nashville, TN
• 06/2016 → 12/2016
  Working Group Artist Management
  Nashville, TN
• 08/2016 → 05/2017
  Single Family
  Nashville, TN
• 08/2017 → 10/2017
  Bartaco
  Nashville, TN
• 02/2018 → 03/2019
  Nicoletto's Italian Kitchen
  Nashville, TN
• 03/2019 → 10/2020
  Clearloop Corporation
  Nashville, TN
• 10/2020 → 04/2021
  Unemployed
  Nashville, TN
• 08/2021 → 09/2021
  The Prudential Insurance Company Of America
  Franklin, TN
• 10/2021 → 06/2025
  P2 Alchemy Llc
  Woodstock, NY
• 07/2025 → 02/2026
  Unemployed
  Sarasota, FL
• 03/2026 → Present
  Provise Management Group, Llc
  Clearwater, FL

Other Businesses

Vajrapani Foundation - Investment related: No - Address: Glenford, NY - Nature of business: Non-profit - Position: BOD - Title: Director - Start date: 1/1/2025 - Number of hr/mth: 1 - Trading hours: 0 - Duties - participate in annual meeting

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14
• S66 Uniform Combined State Law Examination
  2021-06-25

Other Names

• Justin Whitmer