Jonathan Richmond
Investment adviser representative at Provise Management Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Provise Management Group, LLCFeb 2024 to now
- Kestra Investment Services, LLCFeb 2024 to now
- Tfb Advisors, LLCAug 2022 to Jan 2024
- Ameritas Advisory ServicesJan 2022 to Jun 2023
- Ameritas Investment Company, LLCOct 2021 to Jan 2024
- Ameritas Life Insurance CorpSep 2021 to Jan 2024
- Tax Favored Benefits, IncSep 2021 to Jan 2024
- UnemployedJun 2021 to Aug 2021
- EquinitiMar 2021 to May 2021
- UnemployedJun 2020 to Feb 2021
- University of KansasJun 2019 to May 2020
- Jayhawk CafeSep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Provise Management Group, LLC
$2BAssets managed
1,190Clients
19Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7451306
- Firm CRD
- 105375