Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Briggs is a financial professional with over 12 years of experience in the financial services industry. He has held a Series 7, Series 24, Series 63, Series 79, and Series 99TO license. Jonathan is currently registered with Greenbird Capital LLC, a firm based in Boca Raton, FL. He has previously worked for Chaffe Securities, Inc. and Performance Trust Capital Partners, LLC. Jonathan is a licensed securities professional in Florida and New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
FL
07/31/2024 - Present
Greenbird Capital LLC (BOCA RATON FL)
LA
10/09/2019 - 11/28/2023
CHAFFE SECURITIES, INC. (NEW ORLEANS LA)
LA
01/15/2015 - 07/03/2019
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (New Orleans LA)
LA
10/29/2010 - 12/31/2014
CHAFFE SECURITIES, INC. (NEW ORLEANS LA)
BC
Issued 07/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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