Jay Beerley
Financial Advisor
Jay specializes in client services and plan development, utilizing his love of numbers to create investment plans and strategies for Provision clients. He holds a Series 65 designation with FINRA; is an Investment Advisor Representative with Provision Asset, LLC; and is a Finance educator with the Council of Financial Educators. He uses the Provision approach of looking at all aspects of a person’s retirement and investing goals to create retirement plans designed to provide retirement income for years to come.
Jay also runs a Medicare practice helping people understand how the system works, what recent plan changes have happened, and helping them find products that meet their needs.
With a heart for serving people, and as a gifted teacher and communicator, Jay uses his talents as pastor of Cross Fellowship Church in Savannah, TX.
