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.
JB2 Fitness, LLC - Managing Member/Owner since 12/2017 - located at 1607 Beaconsfield Drive, Wesley Chapel, FL 33543 - Not Investment-Related - This is a Snap Fitness Franchise - Spend approximately 5 hrs a month managing this business in the evening and on the weekends. Tampa Wealth Partners Corp. - President/Owner since 9/2020 - located at 1607 Beaconsfield Drive, Wesley Chapel, FL 33543 - Investment-Related - Spend approximately 20 hrs a month during business hours serving the needs of my insurance clients. HKA Properties, LLC, 2044 Ashley Oaks Circle, #102, Wesley Chapel, Florida 33544. The entity is a non-public Limited Liability Company set-up to own and manage BRIA Capital Group's office building. Not investment-related. Since October of 2022, Mr. Briggs is a Managing Member (50%) and spends 0% of his time with the management of this business.
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 33544Office #2: 3630 W. Kennedy Blvd., Tampa, FL 33609Office #3: 339 6th Avenue West, Suite 33, Bradenton, FL 34205Office #4: 3490 East Lake Road, Suite B, Palm Harbor, FL 34685RIA
CRD#: 175258
Wesley Chapel, FL
Past
July 12, 2010 - October 1, 2020
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Pittsford, NY
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
Florida
Registered Investment Advisory firm - (11/5/2015 Approved)New York
Registered Investment Advisory firm - (10/5/2022 Approved)North Carolina
Registered Investment Advisory firm - (3/24/2016 Approved)Tennessee
Registered Investment Advisory firm - (7/5/2022 Terminated)Texas
Registered Investment Advisory firm - (3/31/2016 Conditional Restricted)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
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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