Jonathan Kriner
Jonathan Kriner is a registered investment advisor at Osaic Wealth, INC., based in St. Mary'S, GA, with 25 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1200 Shadow Lawn Dr., St. Mary'S, GA, 31558
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is the president and an insurance agent at Jonathan S Kriner, Inc., focusing on P&C/health insurance sales and 1031 exchange intermediary services. He also works as a tax preparer/enrolled agent at Kriner Financial Services Inc. (about half his time), is an investment advisor, and serves as a finance director for Christ's Church of Camden (minimal time).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
H.D. Vest Investment ServicesBroker
State Registrations15 states
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