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Jonathon Briney is a financial advisor registered with Forvis Mazars Wealth Advisors, LLC. Jonathon has been in the industry since June 2014. Jonathon has worked at several firms, including BKD Wealth Advisors LLC and HEB Grocery. He has a Series 65 license. Jonathon specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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12/23/2024 - Present
Forvis Mazars Wealth Advisors, LLC (Little Rock AR)
Active
Inactive
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