JT
JT

John Robert Triantafelow

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

4510 Bath Pike, Suite 200, Bethlehem, PA, 18017-2466

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is the President and IAR of Renaissance Wealth Management, LLC, dedicating nearly full-time hours to managing the business, portfolios, and client relationships. He also manages Triantafelow Family Real Estate Investment Co. and other real estate LLCs, spending about 10-20% of his time and lending his business experience and capital.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Renaissance Wealth Management, LLC
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Maryland Financial Group, INC.
April 2012 - April 2014 · 2 yrs
LPL Financial CorporationBroker
June 2010 - June 2010 · 0 mos
Strategic Wealth Advisors Group
September 2008 - April 2009 · 7 mos
Fsc Securities Corporation
June 2003 - March 2021 · 17 yrs 9 mos
Fsc Securities CorporationBroker
April 1997 - November 2023 · 26 yrs 7 mos
Lincoln Investment Planning, INC.Broker
October 1991 - April 1997 · 5 yrs 6 mos
State Registrations9 states
FLILMDMINCNHNJPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.