Jonathan KrinerCRD Number: 3156319
Current Firm: Triad Advisors, Inc.
Jonathan Kriner (CRD# 3156319) is an Investment Advisor Representative working at Triad Advisors, Inc. in Saint Marys, GA and has over 17 years of experience in the finance industry.
Coregroup Services Incorporated
Suntrust Investment Services, Inc.
|Triad Advisors, Inc.||Norcross, GA||Sep 2004 - Current||12|
|Kriner Financial||St Mary's, GA||Feb 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- 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)
- Publication of periodicals or newsletters