Jake James Schoenfeld

Jake James Schoenfeld is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with TRITONPOINT WEALTH, LLC, TRITONPOINT CAPITAL, LLC.

Registration history (3)

FirmFromToCurrent
TRITONPOINT CAPITAL, LLC2026-06-05presentYes
TRITONPOINT WEALTH, LLC2024-01-26presentYes
UNITED CAPITAL FINANCIAL ADVISORS, LLC2022-05-202023-11-02

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