Jonathan Brett Rosner
Investment adviser representative at Tritonpoint Wealth, LLC
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tritonpoint Wealth, LLCOct 2023 to now
- Goldman Sachs Personal Financial ManagementFeb 2020 to Oct 2023
- Wealthspire Advisors dba Bronfman E.L. Rothschild, LPAug 2016 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Tritonpoint Wealth, LLC
$1.5BAssets managed
347Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6287547
- Firm CRD
- 328398