Jonathan Briggs
Bria Capital Group · Wesley Chapel, Florida
Jonathan Briggs is a fee-only financial advisor at Bria Capital Group in Wesley Chapel, Florida, who holds the CFP credential. Bria Capital Group reports charging a percentage of assets on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Bria Capital Group |
|---|---|
| Based in | Wesley Chapel, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $155.1M across 312 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 5809575 |
| Exams passed | Series 63 (2010) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.briacg.com |
| Profile |
How Jonathan's firm compares
- Bria Capital Group's average account is about $497,000, from its Form ADV (assets managed divided by 312 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Briggs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Bria Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Bria Capital Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Briggs based?
Jonathan Briggs is based in Wesley Chapel, Florida.
What credentials does Jonathan Briggs hold?
Jonathan Briggs holds the CFP credential.
Is Jonathan Briggs registered with the SEC?
Yes. Jonathan Briggs is registered as an investment adviser representative in FL and NY (CRD 5809575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bria Capital Group manage?
Bria Capital Group reports $155.1M across 312 accounts in assets under management.
How do I contact Jonathan Briggs?
Through Jonathan's website, www.briacg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.