Jonathan T. Kreidt

TRIUMPH PRIVATE WEALTH

Orlando, FL

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CRD#: 6737187

Professional summary

Jonathan Triumph Kreidt is a registered financial advisor currently at TRIUMPH PRIVATE WEALTH located in Orlando, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 3 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Kreidt owns certain rental properties and derives income from this source. This is not investment-related. This position started in 2017. He devotes approximately 5 hours of his time to this activity each month, none of which takes place during trading hours. He is the landlord and provides minor repairs to the property as needed. Mr. Kreidt is an insurance agent at Triumph Insurance Solutions LLC, an insurance company that he indirectly owns. This position started in January 2025 and is not investment-related. He devotes 10-20 hours a month on this activity. He sells insurance products through this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Triumph Kreidt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 3, 2021 - Present

TRIUMPH PRIVATE WEALTH

RIA

CRD#: 311199

Orlando, FL

Past

October 2, 2019 - December 9, 2020

CNL SECURITIES CORP.

CRD#: 10356

ORLANDO, FL

Past

May 13, 2019 - October 29, 2019

LION STREET FINANCIAL, LLC

CRD#: 165828

ORLANDO, FL

Past

November 1, 2017 - April 26, 2019

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/17/2022)

IAR

California
(1/31/2025)

IAR

Colorado
(6/10/2022)

IAR

Florida
(2/3/2021)

IAR

Texas
(2/20/2023)

IAR

Wisconsin
(4/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2017

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/24/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 7/2/2016

Futures Managed Funds Examination

Current Firm

TRIUMPH PRIVATE WEALTH

CRD#: 311199 / SEC#:

Arizona

Registered Investment Advisory firm - (8/17/2022 Approved)

California

Registered Investment Advisory firm - (1/31/2025 Approved)

Colorado

Registered Investment Advisory firm - (6/10/2022 Approved)

Florida

Registered Investment Advisory firm - (2/3/2021 Approved)

Texas

Registered Investment Advisory firm - (2/20/2023 Approved)

Wisconsin

Registered Investment Advisory firm - (4/5/2022 Approved)

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Contact information

Main Address

Orlando, FL

Mailing Address

Po Box 547327, Orlando, FL 32854

Phone number

(407) 473-5043

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	138
AUM (Assets Under Management)	$ 18,301,733

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan T. Kreidt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Triumph Kreidt's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIUMPH PRIVATE WEALTH

CNL SECURITIES CORP.

LION STREET FINANCIAL, LLC

G. A. REPPLE & COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2019

SIE

Date: 10/1/2018

Series 7

Date: 11/1/2017

Series 3

Date: 10/24/2016

Series 31

Date: 7/2/2016

Current Firm

TRIUMPH PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIUMPH PRIVATE WEALTH

TRUST BUT VERIFY

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