Justin M. Whitmer
Professional summary
Justin Matthew Whitmer, who also goes by Justin Whitmer, is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Justin has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Matthew Whitmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2026 - Present
PROVISE MANAGEMENT GROUP, LLC
Office #1: 611 Druid Rd E. Ste 105, Clearwater, FL 33756May 14, 2021 - September 14, 2021
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2026)
Exams
Series 7TO
Date: 5/14/2021
General Securities Representative ExaminationCurrent Firm
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,439 |
| AUM (Assets Under Management) | $ 1,804,308,550 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 01/16/2025 | ||
| 11/01/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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