AUMdb
JR

Jon Robert Theriault

CRD 4297295 Certified Financial Planner

Firms

FirmRoleAs of
R. S. Crum, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • R. S. Crum, Inc.
    Cfo, Trustee Of The Theriault Family Living Trust Dtd 10/05/2007 · 25% – 50% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗