wiseradvisor


Jonathan Briggs, CFP®
BRIA Capital Group, LLC

Tel: 813-448-1122
2909 W Bay to bay Blvd
Suite 402
Tampa, FL 33629

Small Firm on purpose


About Jonathan Briggs

Jon spent the first 10 years of his career as an Advisor and later ran a territory for Pruco Securities in Rochester NY. He moved down to take over an existing practice from a long time and well respected Tampa native. We have clients that have been with the Firm for 30 years and I'm honored to continue on the Firm.

Our goal isn't to be a larger firm, instead we want to maintain a high level of one on one support!

Jon lives with his Wife Jaimie and 3 daughters in Wesley Chapel.


About BRIA Capital Group, LLC

We are a Fee Based Firm, we focus on financial planning and wealth management. We do maintain our license to help with Insurance products as necessary. We have always focused on maintaining a small number of clients that we can service and support really well.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   2015
No.of Employees:   2-4
Insurance License#:   W307198
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Charles Schwab
States Licensed in:   FL
Number of Years with Current Firm:   2
Work Experience:   I have been a Financial Advisor since leaving college 12 years ago. For the first 10 years of my career I ran a practice and later a territory for Pruco Securities in Rochester NY. I moved down here early 2020 and bought into my current Firm. I bought the remaining ownership at the end of last year. We are a small Firm on purpose, we want to be high touch and find additional clients that are good fits.
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types:   Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Our Offices, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Long Term Care

Firm Information

Firm's Number of Clients:   110
Firm's Number of Planning Clients:   110
Firm's Number of Managed Clients:   110
Assets Managed by Firm:   $52,000,000
Advisor's Number of Clients:   110
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   110
Assets Managed by Advisor:   $52,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets, Hourly
Fee % Based on Assets:   1.5%
Hourly Rate:   N/A
Additional Details on Charges:   We start at 1.5% and drop from there. We don't do asset minimums, instead we do a fee minimum per year ($1500).
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   N/A

Education

Bachelors in BA  - Business Administration   SUNY Oswego  - Oswego NY
8/2006-5/2010

Talk to an Advisor and GET ANSWERS   

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 1:00 PM

Communities Served

Greater Tampa Bay

Compensation Arrangements

Check Visa
MasterCard American Express
Discover
brokercheck

Nearby Financial Advisors View All Financial Advisors In Florida