Jonathan M. Briggs
BRIA CAPITAL GROUP
Wesley Chapel, FL 33544
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CRD#: 5809575
Professional summary
Jonathan Michael Briggs, CFP® is a registered financial advisor currently at BRIA CAPITAL GROUP, LLC located in Wesley Chapel, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Briggs's 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®
CFP®
Start date: 2020
Experience
Current
October 24, 2020 - Present
BRIA CAPITAL GROUP, LLC
Office #1: 2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544RIA
CRD#: 175258
Wesley Chapel, FL
Past
July 12, 2010 - October 1, 2020
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Pittsford, NY
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".
BC
BRIA CAPITAL GROUP, LLC
BRIA CAPITAL GROUP, LLC
CRD#: 175258 / SEC#: 801-134904
RIA
Registered Investment Advisory firm - (12/9/2025 Approved)Florida
Registered Investment Advisory firm - (12/18/2025 Terminated)New York
Registered Investment Advisory firm - (12/18/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/23/2025 Terminated)Tennessee
Registered Investment Advisory firm - (7/5/2022 Terminated)Texas
Registered Investment Advisory firm - (12/18/2025 Terminated)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(10/24/2020)
IAR
New York(10/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BC
BRIA CAPITAL GROUP, LLC
BRIA CAPITAL GROUP, LLC
CRD#: 175258 / SEC#: 801-134904
RIA
Registered Investment Advisory firm - (12/9/2025 Approved)Florida
Registered Investment Advisory firm - (12/18/2025 Terminated)New York
Registered Investment Advisory firm - (12/18/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/23/2025 Terminated)Tennessee
Registered Investment Advisory firm - (7/5/2022 Terminated)Texas
Registered Investment Advisory firm - (12/18/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 448-1122
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 426 |
| AUM (Assets Under Management) | $ 113,356,778 |
Red Flags
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Company Information
BRIA CAPITAL GROUP, LLC
CRD#: 175258Wesley Chapel, FL 33544TRUST BUT VERIFY
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