Jonathan Stapleton Kriner

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → Present
  Kriner Financial
  St Mary'S, GA
• 09/2004 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  St. Mary'S, GA

Previous Registrations

• 2005-08-23 → 2024-08-23
  Triad Advisors Llc
  St. Mary'S, GA
  St. Mary'S, GA
  St. Mary'S, GA
  St. Mary'S, GA

Other Businesses

1. JONATHAN S KRINER, INC. POSITION: PRESIDENT, INSURANCE AGENT NATURE: INSURANCE SALES (P&C/HEALTH) & 1031 EXCHANGE INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2000 ADDRESS: 1200 SHADOWLAWN DRIVE, SAINT MARYS GA 31558, United States DESCRIPTION: COMPENSATED THROUGH COMMISSIONS FROM INSURANCE SALES AND 1031 EXCHANGE INTERMEDIARY 2.KRINER FINANCIAL SERVICES INC. POSITION: TAX PERPARER/ENROLLED AGENT NATURE: TAX PLANNING AND PREPERATION INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2000 ADDRESS: 1200 SHADOWLAWN DR, SAINT MARYS GA 31558, United States DESCRIPTION: ENROLLED AGENT/TAX PREPARATION 3. KRINER FINANCIAL SERVICES; INVESTMENT RELATED; 1200 SHADOWLAWN DRIVE; INVESTMENTS; INVESTMENT ADVISOR; 02/2000; 130 HRS/MOPNTH; 6HRS/DAY; COMPENSATED THROUGH COMMISSIONS; INVESTMENT MANAGER, LIFE AND ANNUITY SALES 4. CHRIST'S CHURCH OF CAMDEN POSITION: finance director NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2016 ADDRESS: 201 Kings Bay Rd, Kingsland GA 31548, United States DESCRIPTION: manage the budget and bill paying, monitor mortgage payments and make decisions on when to adjust budgets

Exams

• S66 Uniform Combined State Law Examination
  2005-08-17
• S63 Uniform Securities Agent State Law Examination
  2000-03-28