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Jennifer Chelsea Antosh

Merit Financial Advisors

Potomac, MD

Alpharetta, GA

CRD 7426332

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Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 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:

Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-17
WI RA APPROVED 2025-11-17
  • MD RA
    APPROVED
    Since 2025-11-17
  • WI RA
    APPROVED
    Since 2025-11-17

Branch Locations

Potomac, MD • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tritonpoint Wealth, Llc Chevy Chase MD 10/2023 10/2025
Bny Mellon Baltimore MD 08/2015 09/2019
Mercer Consulting New York City NY 09/2019 08/2021
Goldman Sachs Pfm Scottsdale AZ 08/2021 04/2023
Goldman Sachs Pfm Bethesda MD 04/2023 10/2023
Merit Financial Advisors Alpharetta GA 10/2025 Present
  • 10/2023 → 10/2025
    Tritonpoint Wealth, Llc
    Chevy Chase, MD
  • 08/2015 → 09/2019
    Bny Mellon
    Baltimore, MD
  • 09/2019 → 08/2021
    Mercer Consulting
    New York City, NY
  • 08/2021 → 04/2023
    Goldman Sachs Pfm
    Scottsdale, AZ
  • 04/2023 → 10/2023
    Goldman Sachs Pfm
    Bethesda, MD
  • 10/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Jenny Antosh

View on SEC IAPD

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