Jonathan J. Amoia

TRITONPOINT PARTNERS

Clarence, NY

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CRD#: 4790697

Professional summary

Jonathan Joseph Amoia, CPWA® is a registered financial advisor currently at TRITONPOINT PARTNERS, LLC located in Clarence, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathan has worked at 4 firms and has passed the Series 63, Series 65, Series 31, Series 7 and Series 6 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 Joseph Amoia's CRS (Customer Relationship Summary).

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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-06-18

Expire date: 2023-05-31

Experience

Current

January 20, 2026 - Present

TRITONPOINT PARTNERS, LLC

RIA

CRD#: 333259

Clarence, NY

Past

June 6, 2021 - January 21, 2026

SANDHILL INVESTMENT MANAGEMENT

RIA

CRD#: 129800

BUFFALO, NY

Past

March 7, 2008 - March 28, 2014

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

GETZVILLE, NY

Past

August 31, 2004 - September 19, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 2, 2004 - July 27, 2004

MANNING & NAPIER INVESTOR SERVICES, INC.

CRD#: 26266

FAIRPORT, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(1/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/10/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/22/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 10/21/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/9/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/1/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

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Contact information

Main Address

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

Mailing Address

Phone number

(301) 799-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TPP ADV BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 110,346,271

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan J. Amoia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Joseph Amoia's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRITONPOINT PARTNERS, LLC

SANDHILL INVESTMENT MANAGEMENT

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MANNING & NAPIER INVESTOR SERVICES, INC.

Primary Firm SEC Registration

TRITONPOINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/10/2008

Series 65

Date: 9/22/2004

Series 31

Date: 10/21/2004

Series 7

Date: 9/9/2004

Series 6

Date: 7/1/2004

Current Firm

TRITONPOINT PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRITONPOINT PARTNERS, LLC

TRUST BUT VERIFY

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