BRIA Capital Group, LLC

Jonathan Briggs is a CFP® with 15 years of industry experience, currently serving at BRIA Capital Group, LLC and Tampa Wealth Partners Corp. since 2020. He previously worked for Prudential Insurance Company of America and Pruco Securities LLC from 2010 to 2020. Outside of financial advising, he is the managing member and owner of JB2 Fitness, a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription “Personal CFO” platform, and retirement-plan consulting, employing both fundamental and technical analysis with diversified portfolio allocations.

Christopher Cook is a financial advisor with BRIA Capital Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Bright Futures Wealth Management, Rochester Wealth Partners, Cetera Advisors, and Prudential. He also works as an insurance agent, selling life, health, disability, annuities, and long-term care products. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a Personal CFO subscription platform, and retirement-plan consulting, utilizing both fundamental and technical analysis with diversified investment strategies.

Michael Garcia is a financial advisor with BRIA Capital Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services and New York Life Insurance. He is also involved in non-variable insurance sales, specializing in fixed life and fixed annuities. BRIA Capital Group provides investment advisory and wealth-planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning through a subscription-based Personal CFO platform, and retirement-plan consulting, using both fundamental and technical analysis to manage diversified portfolios.