Jay Beerley has been Investment Advisor Representative/ President of Provision Asset since January 2025, is not listed as a control person, but directly owns under 5% of the firm.
Provision Asset, LLC is a firm with $151M under management, 463 clients and 6 advisers across 7 offices, as of its May 2026 filing.
- Provision Asset, LLCCurrent– present · 10 yearsOak Point, TX · Adviser representative · Firm CRD 282183
Investment adviser representative registrations
Jay Beerley is registered as an investment adviser representative in Texas, since February 2016.
- TexasSince 12 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jay David Beerley
- CRD
- 6613158
- Firm
- Provision Asset · CRD 282183
- Role
- Investment Advisor Representative/ President
- Office
- Oak Point, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Beerley work?
Jay Beerley has been Investment Advisor Representative/ President of Provision Asset, LLC since January 2025.
Is Jay Beerley a financial advisor?
Yes. Jay Beerley has a current investment-adviser registration in Texas, through Provision Asset since February 2016.
How many years of experience does Jay Beerley have?
Jay Beerley has 10 years in the financial industry, since February 2016, across 1 adviser firm.
What exams has Jay Beerley passed?
Jay Beerley passed the Series 65 in January 2016.
Where is Jay Beerley based?
Jay Beerley’s registered office is in Oak Point, TX.
Is Jay Beerley registered with FINRA?
No. Jay Beerley has no current broker registration.
How can I verify Jay Beerley’s record?
Search CRD 6613158 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Beerley’s full registration record.