Jake Lawrence Ransom
Investment adviser representative at Tritonpoint Capital, LLC
10 yearsExperience
1 stateRegistered in
$250.2MFirm assets
1 yearFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Tritonpoint Capital, LLCAug 2026 to now
- Tritonpoint Wealth, LLCMar 2026 to now
- Big Whiskey'sJul 2025 to Feb 2026
- StudentJan 2020 to May 2025
- UberMay 2018 to Dec 2019
- Red LobsterAug 2016 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
Tritonpoint Capital, LLC
$250.2MAssets managed
276Clients
4Advisers
1 yearIn 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
- 8312897
- Firm CRD
- 336417