Jeffrey Leonard Briggs

Employer firm

Capitol Securities Management, Inc. CRD 14169

$2.16B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2006 → Present
  Capitol Securities Management, Inc
  Rochester, NY

Previous Registrations

• 2005-06-20 → 2006-11-29
  The Concord Equity Group, Llc
  Rochester, NY

Other Businesses

1)Doing Business As: Rochester Wealth Management Group, LLC Investment-related: Yes Address: 706 EAST AVE ROCHESTER NY, 14607 2) Name of Business: Penfield Opposing Woke Education Racism Investment-related: No Address: 708 Mariner Circle Webster, NY 14580 Nature of the other business: non profit Position, title, or relationship with the other business: Co-Founder Start date: 2.11.25 Approx # of hours/month you devote to the other business: 2-6 Approx #of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: organizing Penfield voters on the acts of the current school board in contrast to their written policies

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-09
• S63 Uniform Securities Agent State Law Examination
  1986-01-20