Jonathan Richmond

Current Employers

Employment History

• 09/2021 → 01/2024
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2021 → 08/2021
  Unemployed
  Merriam, KS
• 03/2021 → 05/2021
  Equiniti
  Mendota Heights, MN
• 06/2020 → 02/2021
  Unemployed
  Wichita, KS
• 06/2019 → 05/2020
  University Of Kansas
  Lawrence, KS
• 09/2015 → 05/2019
  Jayhawk Cafe
  Lawrence, KS
• 10/2021 → 01/2024
  Ameritas Investment Company, Llc
  Lincoln, NE
• 09/2021 → 10/2022
  Tax Favored Benefits, Inc
  Overland Park, KS
• 01/2022 → 06/2023
  Ameritas Advisory Services
  Lincoln, NE
• 08/2022 → 10/2022
  Tfb Advisors, Llc
  Overland Park, KS
• 10/2022 → 01/2024
  Tax Favored Benefits, Inc
  Stillwater, OK
• 10/2022 → 01/2024
  Tfb Advisors, Llc
  Stillwater, OK
• 02/2024 → Present
  Kestra Investment Services, Llc
  Clearwater, FL
• 02/2024 → Present
  Provise Management Group, Llc
  Clearwater, FL

Previous Registrations

• 2022-08-04 → 2024-03-01
  Tfb Advisors, Llc
  Overland Park, KS
• 2022-01-19 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS
  Stillwater, OK

Other Businesses

Name: ProVise Management Group, LLC - Investment Related: Yes - Address: 611 Druid Road E. Suite 105 Clearwater FL 33756 - Nature: Registered Rep activities through Kestra Investment Services, LLC using a DBA name Position: Employee - Title: Retirement Plan Advisor - Start Date: 2/5/2024 - Hrs/Mth: 91% - 100% Hrs/mth during trading: 91% - 100% - Duties: Support ERISA Qualified Plan clients providing overall service, employee enrollment and education, and investment oversight at the plan level

Exams

• S66 Uniform Combined State Law Examination
  2021-11-18

Designations

Other Names

• Jonny Richmond