Jonathan Michael Briggs

Employer firm

Bria Capital Group, LLC CRD 175258

$155M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 09/2020
  Pruco Securities Llc
  Rochester, NY
• 04/2010 → 09/2020
  Prudential Insurance Company Of America
  Rochester, NY
• 10/2020 → Present
  Bria Capital Group, Llc
  Tampa, FL
• 10/2020 → Present
  Tampa Wealth Partners Corp.
  Wesley Chapel, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-14
• S63 Uniform Securities Agent State Law Examination
  2010-07-21

Designations

• Certified Financial Planner