Jonathan David Mcentire
Investment adviser representative at Provision Asset, LLC
10 yearsExperience
1 stateRegistered in
$150.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Provision Asset, LLCJan 2020 to now
- Provision Retirement, LLCMar 2019 to now
- Hilton HotelsFeb 2019 to now
- Omni Hotels and ResortsMay 2017 to Feb 2019
- Highland Dallas HotelFeb 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Provision Asset, LLC
$150.7MAssets managed
463Clients
6Advisers
1 yearIn 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
- 7204802
- Firm CRD
- 282183