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Jay David Beerley

Provision Asset, LLC

Oak Point, TX

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Current Employers
Provision Asset, Llc

Little Elm, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-02-12
  • TX RA
    APPROVED
    Since 2016-02-12

Branch Locations

Oak Point, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Provision Asset, Llc Savannah TX 02/2016 Present
Jay D. Beerley - Sole Proprietor Savannah TX 01/2016 Present
Cross Fellowship Church Savannah TX 09/2015 Present
Provision Asset, Llc Savannah TX 08/2015 Present
Provision Asset, Llc Savannah TX 01/2025 Present
Other Businesses

Jay D. Beerley - Sole Proprietor; Investment Related; Savannah, TX; Insurance Products, Sales and Services; Independent Insurance Agent; January 2016; Approximately 50% of time is spent on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-04
  • S65 Uniform Investment Adviser Law Examination
    2016-01-04

View on SEC IAPD

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