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Jonathan Triumph Kreidt

Better Wealth Capital

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About Jonathan Triumph Kreidt

Jonathan Triumph Kreidt is an Investment Advisor Representative at Better Wealth Capital. Jonathan is a seasoned financial professional with over five years of experience in the industry. Jonathan holds Series 3, 7, 31, and 66 licenses. Jonathan has a demonstrated track record of success in providing investment advice to individuals and high-net-worth clients. Jonathan specializes in financial planning and portfolio management. Jonathan has worked with clients in Arizona, Colorado, Florida, Texas, and Wisconsin.

Firm Information

Jonathan Kreidt is currently registered with Better Wealth Capital. Better Wealth Capital is an investment advisor located in [State]. The firm has 1 investment advisor representative and 1 licensed agent. The firm manages $18,301,733 in total assets. Better Wealth Capital provides financial planning and portfolio management for individuals. The firm's client base includes 20 high-net-worth individuals and 65 individuals other than high-net-worth. The firm also participates in wrap fee programs.

$18.30M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Kreidt’s Registration & Firm History

FL

04/05/2022 - Present

Better Wealth Capital (ORLANDO FL)

FL

10/02/2019 - 12/09/2020

CNL SECURITIES CORP. (ORLANDO FL)

FL

05/13/2019 - 10/29/2019

LION STREET FINANCIAL, LLC (ORLANDO FL)

FL

11/01/2017 - 04/26/2019

G. A. REPPLE & COMPANY (CASSELBERRY FL)

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Licenses & Designations

BOTH

Issued 02/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/24/2016

Series 3 - National Commodity Futures Examination

BC

Issued 07/02/2016

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Triumph Kreidt.
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