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JK

Jonathan T. Kreidt

TRIUMPH PRIVATE WEALTH
ORLANDO, FL 32804
Some features on this profile are disabled
CRD#: 6737187
JK

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.
The advisor shows no other business 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

Office #1: 2629 Edgewater Drive, Orlando, FL 32804
RIA
CRD#: 311199
ORLANDO, FL
Past

October 2, 2019 - December 9, 2020

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

May 13, 2019 - October 29, 2019

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
ORLANDO, FL
Past

November 1, 2017 - April 26, 2019

G. A. REPPLE & COMPANY

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/13/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 10/24/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 7/2/2016
Futures Managed Funds Examination

Current Firm

TP
TRIUMPH PRIVATE WEALTH
BETTER WEALTH CAPITAL | TRIUMPH PRIVATE WEALTH LLC | TRIUMPH PRIVATE WEALTH | BETTERWEALTH CAPITAL, LLC | BETTERWEALTH | BETTER WEALTH CAPITAL LLC

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts138
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.

Company Information

TRIUMPH PRIVATE WEALTH

CRD#: 311199Orlando, FL 32804

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