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Jonathon Ron Briney

Investment Adviser Representative at Forvis Mazars Wealth Advisors, LLC

Little Rock, ARCRD #8010507Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathon Ron Briney is an investment adviser representative with Forvis Mazars Wealth Advisors, LLC in Little Rock, AR, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona, Arkansas, Mississippi, Oklahoma, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Arkansas, Mississippi, Oklahoma, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Forvis Mazars Wealth Advisors, LLCCurrent
12/23/2024 – Little Rock, AR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Forvis Mazars Wealth Advisors, LLC
    Jun 2024 – no end date reportedLittle Rock, AR
  2. FORVIS Wealth Advisors, LLC
    Jun 2022 – May 2024Little Rock, AR
  3. BKD Wealth Advisors LLC
    Feb 2022 – May 2022Houston, TX
  4. HEB Grocery
    Jun 2016 – Jan 2022New Braunfels, TX
  5. School
    Jun 2014 – Jun 2021New Braunfels, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Forvis Mazars Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • At or below $2,000,0001.00%
  • $2,000,001 – $5,000,0000.85%
  • $5,000,001 – $10,000,0000.75%
  • $10,000,001 – $15,000,0000.60%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
81
Offices listed on AdvisorFinder:
26
Main office:
Springfield, MO
SEC file number:
801-56928

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathon Ron Briney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jonathon Ron Briney (Forvis Mazars Wealth Advisors)