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JA

Jennifer C. Antosh

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CRD#: 7426332
JA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Chelsea Antosh, who also goes by Jenny Antosh, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2024. Jennifer had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jenny Antosh

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 22, 2024 - August 11, 2025

TRITONPOINT WEALTH, LLC

RIA
CRD#: 328398
CHEVY CHASE, 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".
TW
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


TW
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
15

SEC notice filing (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,476
AUM (Assets Under Management)$ 1,542,817,384

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2024
Cover Page

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.

Company Information


TRITONPOINT WEALTH, LLC

CRD#: 328398

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