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JB

Jason P. Brienen

CHIRON CAPITAL MANAGEMENT
Tallahassee, FL 32303
Some features on this profile are disabled
CRD#: 2249998
JB

Professional summary

Jason Phillip Brienen, who also goes by Jason P Breinen, is a registered financial advisor currently at CHIRON CAPITAL MANAGEMENT, LLC located in Tallahassee, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason P Breinen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)RENTAL REAL ESTATE, TALLAHASSEE, FL, 06/2013, NON-INVESTMENT RELATED, 1 HRS PER MONTH, 0 HR DURING TRADING, 2)TALLAHASSEE QUATERBACK CLUB FOUNDATION; NON-INVESTMENT RELATED; TALLAHASSEE, FL; NON-PROFIT BOARD; VOLUNTEER; BOARD MEMBER; 1/1/2022; 2 HOURS PER MONTH, 0 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Phillip Brienen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 24, 2020 - Present

CHIRON CAPITAL MANAGEMENT, LLC

Office #1: 261 Pinewood Drive, Tallahassee, FL 32303
RIA
CRD#: 308286
Tallahassee, FL
Past

December 14, 2018 - August 14, 2020

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA
CRD#: 168256
Tallahassee, FL
Past

March 26, 2009 - July 30, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
TALLAHASSEE, FL
Past

June 9, 1994 - October 10, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
TALLAHASSEE, FL
Past

June 6, 1994 - July 30, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
TALLAHASSEE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHIRON CAPITAL MANAGEMENT, LLC
BREAKWATER CAPITAL | CHIRON CAPITAL MANAGEMENT, LLC

CRD#: 308286 / SEC#: 801-119069

RIA
Registered Investment Advisory firm - (7/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/11/2020)
IAR
Georgia
(8/24/2020)
IAR
Nevada
(11/6/2020)
IAR
North Carolina
(4/26/2024)
IAR
Pennsylvania
(4/22/2024)
IAR
Texas
(11/3/2020)
IAR
Virginia
(12/21/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/9/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/21/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/3/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/7/2014
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/8/1999
General Securities Principal Examination

Current Firm

CC
CHIRON CAPITAL MANAGEMENT, LLC
BREAKWATER CAPITAL | CHIRON CAPITAL MANAGEMENT, LLC

CRD#: 308286 / SEC#: 801-119069

RIA
Registered Investment Advisory firm - (7/16/2020 Approved)
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Contact information

Main Address
261 Pinewood Drive, Tallahassee, FL 32303
Mailing Address
Phone number
(850) 775-1939
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHIRON CAPITAL MANAGEMENT WRAP BROCHURE (3/27/2025)
CHIRON CAPITAL MANAGEMENT DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts925
AUM (Assets Under Management)$ 253,776,015

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHIRON CAPITAL MANAGEMENT, LLC

CRD#: 308286Tallahassee, FL 32303

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