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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.

  1. Prota FinancialMay 2026 to now
  2. UnemployedFeb 2026 to Apr 2026
  3. Gb ConnectionsOct 2018 to Jan 2026
  4. Vivint Smart HomeJun 2018 to Oct 2018
  5. Discount TireMar 2018 to Jun 2018
  6. UnemployedNov 2017 to Mar 2018
  7. 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
Advisor's SEC record (opens in a new tab)
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