Jonathan Briggs has been Managing Member, President & Chief Compliance Officer of BRIA Capital Group since December 2021, is a control person of the firm and directly owns 75% or more of it. Jonathan Briggs holds a Bachelor's degree from State University of New York at Oswego.
Bria Capital Group, LLC is a Wesley Chapel, FL firm with $155M under management, 311 clients and 3 advisers across 4 offices, as of its October 2026 filing.
Jonathan Briggs is President of BRIA Capital Group, LLC, based in Wesley Chapel, FL. He became a minority owner in October 2020 and the full owner in December 2021. He focuses on financial planning, asset management and risk management and previously served as Manager, Financial Services at Pruco Securities.
- Bria Capital Group, LLCCurrent– present · 5 yearsWesley Chapel, FL · Adviser representative · Firm CRD 175258
Professional designations
Listed by BRIA Capital Group
- CFP®
Investment adviser representative registrations
Jonathan Briggs is registered as an investment adviser representative in 2 states. The first approvals date from October 2020; the most recent is New York, in October 2022.
- FloridaSince 24 October 2020
- New YorkSince 5 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 21 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 8 June 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 July 2010 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Michael Briggs
- CRD
- 5809575
- Firm
- BRIA Capital Group · CRD 175258
- Role
- Managing Member, President & Chief Compliance Officer
- Office
- 2044 ASHLEY OAKS CIRCLE, #102, Wesley Chapel, FL 33544
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- briacg.com
Where does Jonathan Briggs work?
Jonathan Briggs has been Managing Member, President & Chief Compliance Officer of Bria Capital Group, LLC since December 2021, and is a control person of the firm.
Is Jonathan Briggs a financial advisor?
Yes. Jonathan Briggs has a current investment-adviser registration in Florida and New York, through BRIA Capital Group since October 2020.
How many years of experience does Jonathan Briggs have?
Jonathan Briggs has 16 years in the financial industry, since August 2010, across 1 adviser firm.
What exams has Jonathan Briggs passed?
Jonathan Briggs has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 26 and Series 7TO. The earliest, the Series 6, was passed in July 2010. FINRA credited Jonathan Briggs with the SIE, which began in October 2018.
Where is Jonathan Briggs based?
Jonathan Briggs’ registered office is in Wesley Chapel, FL.
Is Jonathan Briggs registered with FINRA?
No. Jonathan Briggs has no current broker registration.
Is Jonathan Briggs a CFP?
BRIA Capital Group lists Jonathan Briggs with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Briggs’ record?
Search CRD 5809575 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Briggs’ full registration record.