Jonathan
Richmond
Provise Management Group, LLC
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About this Advisor
Jonathan Richmond is a financial advisor based in Clearwater, Florida, working with Provise Management Group, LLC. Jonathan has previously held positions at Ameritas Life Insurance Corp, Equiniti, University Of Kansas, Jayhawk Cafe, Student, Ameritas Investment Company, LLC, Tax Favored Benefits, Inc, Ameritas Advisory Services, Tfb Advisors, LLC, Kestra Investment Services, LLC, and Provise Management Group, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Jonathan is part of Provise Management Group, LLC, which operates out of Clearwater, Florida. The firm has 1 office and 21 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Provise Management Group, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Provise Management Group, LLC Brokerage Details
$1,877,344,141
21
3,871
$484,977
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Richmond Work History
Kestra Investment Services, LLC
Provise Management Group, LLC
Tax Favored Benefits, Inc
Tfb Advisors, LLC
Ameritas Life Insurance Corp
Ameritas Investment Company, LLC
Ameritas Advisory Services
Tfb Advisors, LLC
Equiniti
Tax Favored Benefits, Inc
University Of Kansas
Jayhawk Cafe
Student
Disclosures
Please visit the SEC profile of Jonathan Richmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Provise Management Group, LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
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