Jonathan
Kriner
Triad Advisors LLC
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About this Advisor
Jonathan Kriner is a financial advisor based in Saint Marys, Georgia, working with Triad Advisors LLC. Jonathan has previously held positions at Triad Advisors, Inc and Kriner Financial. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Connecticut, Georgia, Idaho, Maryland, and Texas. Currently, Jonathan is part of Triad Advisors LLC, which operates out of Saint Marys, Georgia. The firm has 80 offices and 2,530 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Triad Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$1,106,198,778
2,530
4,228
$261,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Kriner Work History
Triad Advisors, Inc
Kriner Financial
Disclosures
Please visit the SEC profile of Jonathan Kriner 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 Triad Advisors, LLC
Jacksonville, FL
Atlanta, GA
Atlanta, GA
Mankato, MN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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