Jonathan Briggs
Jonathan Briggs is a CFP-designated registered investment advisor at Bria Capital Group, LLC, based in Wesley Chapel, FL, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 172 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
2044 Ashley Oaks Circle, #102, Wesley Chapel, FL, 33544
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business ActivitiesSells Insurance
Jonathan is a managing member/owner of JB2 Fitness, LLC (a Snap Fitness franchise), dedicating minimal time. He is also the president/owner of Tampa Wealth Partners Corp. and spends about 10-20% of his time serving the needs of his insurance clients. Finally, he is a managing member of HKA Properties, LLC, spending no time on its management.
Employment History
Current Registrations
Bria Capital Group, LLC
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.