Jhonny Kreidi

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-06
CA	RA	APPROVED	2025-11-06

Branch Locations

633 Elmira Rd, Vacaville, CA 95687 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Massmutual Life Insurance Co	Walnut Creek	CA	10/2024	08/2025
Mml Investors Services, Llc	Walnut Creek	CA	03/2025	08/2025
Nylife Securities Llc	New York	NY	11/2023	01/2025
University Of Chicago	Chicago	IL	09/2022	02/2024
Rosary Sister's School	Jbeil		01/2015	01/2017
Uc Berkeley	Berkeley	CA	08/2020	08/2022
Diablo Valley College	Pleasant Hill	CA	01/2017	05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Benicia	CA	10/2025	Present
Flares Bridal And Formal	Walnut Creek	CA	10/2024	01/2025
Uc Berkeley Campus	Berkeley	CA	10/2021	05/2022
Bank Of America, N.A.	Benicia	AR	12/2025	Present

10/2024 → 08/2025

Massmutual Life Insurance Co

Walnut Creek, CA
03/2025 → 08/2025

Mml Investors Services, Llc

Walnut Creek, CA
11/2023 → 01/2025

Nylife Securities Llc

New York, NY
09/2022 → 02/2024

University Of Chicago

Chicago, IL
01/2015 → 01/2017

Rosary Sister's School

Jbeil
08/2020 → 08/2022

Uc Berkeley

Berkeley, CA
01/2017 → 05/2020

Diablo Valley College

Pleasant Hill, CA
10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Benicia, CA
10/2024 → 01/2025

Flares Bridal And Formal

Walnut Creek, CA
10/2021 → 05/2022

Uc Berkeley Campus

Berkeley, CA
12/2025 → Present

Bank Of America, N.A.

Benicia, AR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-23