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Jonathan Brett Rosner

Tritonpoint Wealth, LLC

Chevy Chase, MD

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Current Employers
Tritonpoint Wealth, Llc

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-10-18
  • MD RA
    APPROVED
    Since 2023-10-18

Branch Locations

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • 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
Wealthspire Advisors Dba Bronfman E.L. Rothschild, Lp Rockville MD 08/2016 01/2020
Goldman Sachs Personal Financial Management Bethesda MD 02/2020 10/2023
Tritonpoint Wealth, Llc Chevy Chase MD 10/2023 Present
  • 08/2016 → 01/2020
    Wealthspire Advisors Dba Bronfman E.L. Rothschild, Lp
    Rockville, MD
  • 02/2020 → 10/2023
    Goldman Sachs Personal Financial Management
    Bethesda, MD
  • 10/2023 → Present
    Tritonpoint Wealth, Llc
    Chevy Chase, MD
Previous Registrations
  • 2020-02-12 → 2023-11-02
    United Capital Financial Advisors
    Bethesda, MD
  • 2016-08-03 → 2020-02-05
    Wealthspire Advisors
    Potomac, MD
  • 2014-05-05 → 2016-07-27
    Convergent Wealth Advisors, Llc
    Potomac, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-05
  • S65 Uniform Investment Adviser Law Examination
    2014-05-05

View on SEC IAPD

Other Firms

ARTEMIS REAL ESTATE PARTNERS
TRITONPOINT CAPITAL, LLC
TRITONPOINT PARTNERS, LLC
CARO INVESTORS
THINAGEE INVESTMENTS INC.
CARDEROCK CAPITAL MANAGEMENT, INC.
NEW CENTURY ADVISORS, LLC
KINETIC VENTURES, L.L.C.

Other Investors

ANDREW KEVAN SCHIFF
Ryan Wilson Ferrell
WILLIAM ALAN STERLING
GREGORY EDWARD BLAKE
PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
PETER HALBROOK
HOWARD STUART ROTHMAN
Jake James Schoenfeld

Other Offices

ARTEMIS REAL ESTATE PARTNERS · CHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC · CHEVY CHASE, MD
TRITONPOINT PARTNERS, LLC · CHEVY CHASE, MD
CARO INVESTORS · CHEVY CHASE, MD
THINAGEE INVESTMENTS INC. · CHEVY CHASE, MD
CARDEROCK CAPITAL MANAGEMENT, INC. · CHEVY CHASE, MD
NEW CENTURY ADVISORS, LLC · CHEVY CHASE, MD
KINETIC VENTURES, L.L.C. · CHEVY CHASE, MD

More in Chevy Chase, MD

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