Ronald
Briggs
Caitlin John
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About this Advisor
Ronald Briggs is a financial advisor based out of Brighton, Michigan with 2 years of relevant experience. Briggs works at Caitlin John. Their career trajectory has included roles at Jackson National Life Distributors LLC, Jackson National Life Insurance, Lawn Guru, Elite Advisors Media Group, Alexanders Steak And Fish, Bar None, Brighton High School, Central Michigan University, Entry Point Advisor Network and Caitlin John, LLC. Briggs holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Michigan, Pennsylvania and Texas. Caitlin John is an advisory firm headquartered in Brighton, MI. The investment advisory business has offices in 13 locations and a total of 23 advisors. It oversees $113 million in assets under management across its 815 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 815 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the financial services offered. Fee types charged by Caitlin John most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$113,340,363
23
815
$139,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ronald Briggs Work History
Ronald has been registered as a financial advisor for 2 years.*
Entry Point Advisor Network
Caitlin John, LLC
Jackson National Life Distributors LLC
Jackson National Life Insurance
Jackson National Life Insurance
Lawn Guru
Bar None
Central Michigan University
Elite Advisors Media Group
Alexanders Steak And Fish
Lawn Guru
Brighton High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Briggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Caitlin John
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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