Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stapleton Kriner is a financial advisor with over 20 years of experience in the industry. Currently, Jonathan is with Osaic Wealth, Inc., a firm that provides financial advisory services to individuals, businesses, and institutions. Jonathan has a broad range of experience in the financial services industry, including insurance sales, tax planning, and investment management. Jonathan is a registered representative with FINRA, a Registered Investment Advisor (RIA), and holds licenses in multiple states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
08/23/2024 - Present
Osaic Wealth, Inc. (ST. MARY'S GA)
GA
09/15/2004 - 08/23/2024
TRIAD ADVISORS LLC (ST. MARY'S GA)
TX
04/05/2000 - 09/20/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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