Jon Brethauer Email & Phone Number
President and Shareholder @ ProVise Management Group, LLC.
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Jon Brethauer Location
- Clearwater, FL, US
Jon Brethauer Work
- President and Shareholder @ (January 2022 - Present)
- Shareholder and Executive Vice President @ (January 2016 - Present)
- Vice President @ (January 2008 - Present)
- Financial Planning Specialist and Investment Consultant @ SunTrust Investment Services (January 2004 - December 2007)
Jon Brethauer Education
- University of North Florida
MBA (Business Administration)
2001-2003 - University of North Florida
BBA (Finance with a concentration in Investments & )
1997-2001
Jon Brethauer Skills
- Wealth Management
- Series 7
- Asset Allocation
- Investment Advisory
- Financial Advisory
- Asset Management
- Investments
- Retirement Planning
- Financial Analysis
- Strategic Financial Planning
- Securities
- Mutual Funds
- Finance
- Financial Planning
- Management
Jon Brethauer Summary
- Jon Brethauer, based in Clearwater, FL, US, is currently a President and Shareholder at ProVise Management Group, LLC.. Jon Brethauer brings experience from previous roles at ProVise Management Group, LLC. and SunTrust Investment Services. Jon Brethauer holds a 2001 - 2003 MBA in Business Administration @ University of North Florida. With a robust skill set that includes Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Advisory and more. Jon Brethauer has 2 emails on RocketReach.
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