Jonathan Michael Briggs
Investment adviser representative at Bria Capital Group, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$155.1MFirm assets
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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.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Bria Capital Group, LLCOct 2020 to now
- Tampa Wealth Partners Corp.Oct 2020 to now
- Pruco Securities LLCApr 2010 to Sep 2020
- Prudential Insurance Company of AmericaApr 2010 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Bria Capital Group, LLC
$155.1MAssets managed
311Clients
4Advisers
Under 1 yearIn 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
- 5809575
- Firm CRD
- 175258