Jonathan Wesley Garrett
Investment adviser representative at Prota Financial
13 yearsExperience
1 stateRegistered in
$270.4MFirm assets
4 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Prota FinancialMay 2026 to now
- UnemployedFeb 2026 to Apr 2026
- Gb ConnectionsOct 2018 to Jan 2026
- Vivint Smart HomeJun 2018 to Oct 2018
- Discount TireMar 2018 to Jun 2018
- UnemployedNov 2017 to Mar 2018
- Pinnacle Machine WorksDec 2013 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Prota Financial
Legal name: Prota Financial, LLC
$270.4MAssets managed
673Clients
15Advisers
4 yearsIn 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
- 8272756
- Firm CRD
- 283776