Jonathan Kriner (CRD# 3156319) is an Investment Advisor Representative working at Triad Advisors, LLC in Saint Marys, GA and has over 24 years of experience in the finance industry.
CRD# 6026044
Edward Jones
CRD# 5717777
Edward Jones
CRD# 1370635
Tbcpa, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Sep 2004 - Current | 19 |
| Kriner Financial | St Mary's, GA | Feb 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CA
- CT
- GA
- ID
- MD
- TX
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Total Assets Under Management1,106MILLIONS
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Total Number of Accounts4,228ACCOUNTS
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Average Account Value$261,636
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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