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Jordan Jay Kreiner

Kreiner Financial Wealth Management, Inc.

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About Jordan Jay Kreiner

Jordan Kreiner is an Investment Advisor Representative with Kreiner Financial Wealth Management, Inc. in SPRING GROVE, PA. Jordan has been in the financial services industry since 1984. Jordan's previous experience includes roles with Gradient Securities, LLC, PLANMEMBER SECURITIES CORPORATION, FORTUNE FINANCIAL SERVICES, INC., USALLIANZ SECURITIES, INC., WALL STREET FINANCIAL GROUP, INC. and PFS INVESTMENTS INC.. Jordan is registered with the state of Pennsylvania.

Firm Information

Jordan Kreiner is currently registered with Kreiner Financial Wealth Management, Inc.. Kreiner Financial Wealth Management, Inc. is a financial advisor providing financial planning and educational seminars. They also offer selection of other advisors.

Not reported

Assets Under Management

155

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Jordan Kreiner’s Registration & Firm History

PA

03/30/2018 - Present

Kreiner Financial Wealth Management, Inc. (SPRING GROVE PA)

PA

11/06/2015 - 03/30/2018

GRADIENT SECURITIES, LLC (Spring Grove PA)

PA

12/06/2007 - 11/03/2015

PLANMEMBER SECURITIES CORPORATION (SPRING GROVE PA)

PA

08/23/2005 - 12/20/2006

FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)

MN

10/28/2003 - 09/15/2004

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

NY

12/17/2001 - 10/01/2003

WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)

GA

05/15/1984 - 12/18/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jordan Jay Kreiner. Review regulatory record here.
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