DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

JON MICHAEL BRETHAUER

Advisor at PROVISE MANAGEMENT GROUP, LLC

CLEARWATER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc8cf3b5-641d-3023-8629-c20d4e109a2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROVISE MANAGEMENT GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 24, 2006
First registration: Jul 26, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4760552

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROVISE MANAGEMENT GROUP, LLC	Independent wealth	Feb 5, 2008	n/a	yes	CLEARWATER, FL	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jun 24, 2016	Dec 8, 2021	no	CLEARWATER, FL\|Tampa, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 26, 2006	Jan 2, 2008	no	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	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	n/a	Dec 8, 2021	n/a	n/a	Departure no registered destination	Departure
SUNTRUST INVESTMENT SERVICES, INC.	PROVISE MANAGEMENT GROUP, LLC	Jan 2, 2008	Feb 5, 2008	34	Firm change	Other

Relationships

Registered with (3)

→ PROVISE MANAGEMENT GROUP, LLCRegistered adviserregistration: current employment
Feb 5, 2008 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 24, 2016 to Dec 8, 2021factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 26, 2006 to Jan 2, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc8cf3b5-641d-3023-8629-c20d4e109a2f
First observed: Jul 26, 2006
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JON MICHAEL BRETHAUER

Advisor at PROVISE MANAGEMENT GROUP, LLC

CLEARWATER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc8cf3b5-641d-3023-8629-c20d4e109a2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PROVISE MANAGEMENT GROUP, LLC

Independent wealth

Feb 5, 2008

n/a

yes

CLEARWATER, FL

Current employment

KESTRA ADVISORY SERVICES, LLC

Bd affiliated wealth

Jun 24, 2016

Dec 8, 2021

CLEARWATER, FL|Tampa, FL

Previous registration

SUNTRUST INVESTMENT SERVICES, INC.

Former SEC adviser

Jul 26, 2006

Jan 2, 2008

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

KESTRA ADVISORY SERVICES, LLC

n/a

Dec 8, 2021

n/a

Departure no registered destination

Departure

SUNTRUST INVESTMENT SERVICES, INC.

PROVISE MANAGEMENT GROUP, LLC

Jan 2, 2008

Feb 5, 2008

Firm change

Other