Managing Member, President & Chief Compliance Officer · Bria Capital Group, LLC
Jonathan M. Briggs
CRD 5809575 · Named on Form ADV at one SEC-registered adviser
At a glance
Bria Capital Group, LLC, an SEC-registered wealth manager based in Wesley Chapel, FL with $155 million in regulatory assets, lists Jonathan M. Briggs on its Form ADV as Managing Member, President & Chief Compliance Officer, a control person.
Firms and roles
- Bria Capital Group, LLCManaging Member, President & Chief Compliance OfficerWealth manager · Wesley Chapel, FL · $155M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.