Jonathan Rosner
TritonPoint Wealth · Chevy Chase, Maryland
Jonathan Rosner is a fee-only financial advisor at TritonPoint Wealth in Chevy Chase, Maryland. TritonPoint Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | TritonPoint Wealth |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.55B across 2,113 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6287547 |
| Exams passed | Series 65 (2014) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.tritonpointwealth.com |
How Jonathan's firm compares
- TritonPoint Wealth's average account is about $733,000, from its Form ADV (assets managed divided by 2,113 accounts).
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Questions about Jonathan
Is Jonathan Rosner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and TritonPoint Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, TritonPoint Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Rosner based?
Jonathan Rosner is based in Chevy Chase, Maryland.
Is Jonathan Rosner registered with the SEC?
Yes. Jonathan Rosner is registered as an investment adviser representative in MD (CRD 6287547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TritonPoint Wealth manage?
TritonPoint Wealth reports $1.55B across 2,113 accounts in assets under management.
How do I contact Jonathan Rosner?
Through Jonathan's website, www.tritonpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TritonPoint Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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