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Ronald John Briggs

Caitlin John

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About Ronald John Briggs

Ronald Briggs is a registered investment advisor in Michigan, Pennsylvania and Texas. Ronald Briggs has been in the financial industry for over 12 years. Ronald Briggs is currently employed at Caitlin John, LLC and A Smarter WAY TO Invest, Inc. Ronald Briggs holds Series 63, 65 and SIE licenses and has experience in various financial products and services. Ronald Briggs provides financial planning, educational seminars and selection of other advisors.

Firm Information

Ronald Briggs is currently registered with Caitlin John. Caitlin John is a Registered Investment Advisor based in Brighton, Michigan. The firm has 21 investment advisor representatives and manages approximately $143,336,224 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, educational seminars, and selection of other advisers. Caitlin John caters to high-net-worth individuals and individuals other than high-net-worth.
Caitlin John

1024 E. GRAND RIVER AVE

BRIGHTON, MI 48116

$143.34M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Briggs’s Registration & Firm History

MI

06/23/2022 - Present

Caitlin John (BRIGHTON MI)

TN

08/16/2019 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

IA

Issued 07/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald John Briggs.
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