Jake J. Schoenfeld

TRITONPOINT WEALTH

CHEVY CHASE, MD 20815

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CRD#: 5799437

Professional summary

Jake James Schoenfeld is a registered financial advisor currently at TRITONPOINT WEALTH, LLC located in Chevy Chase, Maryland.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jake has worked at 2 firms and has passed the Series 65 exam.

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 Jake James Schoenfeld'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®

None

Experience

Current

January 26, 2024 - Present

TRITONPOINT WEALTH, LLC

Office #1: 5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

RIA

CRD#: 328398

CHEVY CHASE, MD

Past

May 20, 2022 - November 2, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

Bethesda, MD

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 WEALTH, LLC

JOSE WEALTH VENTURES, LLC | TRITONPOINT WEALTH, LLC

CRD#: 328398 / SEC#: 801-128869

RIA

Registered Investment Advisory firm - (10/17/2023 Approved)

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

Maryland
(1/26/2024)

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

IAR

Series 65

Date: 5/20/2022

Uniform Investment Adviser Law Examination

Current Firm

TRITONPOINT WEALTH, LLC

JOSE WEALTH VENTURES, LLC | TRITONPOINT WEALTH, LLC

CRD#: 328398 / SEC#: 801-128869

RIA

Registered Investment Advisory firm - (10/17/2023 Approved)

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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 (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TRITONPOINT WEALTH, LLC (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,476
AUM (Assets Under Management)	$ 1,542,817,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report

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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Jake J. Schoenfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake James Schoenfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRITONPOINT WEALTH, LLC

UNITED CAPITAL FINANCIAL ADVISORS

Primary Firm SEC Registration

TRITONPOINT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2022

Current Firm

TRITONPOINT WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRITONPOINT WEALTH, LLC

TRUST BUT VERIFY

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