CFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007 · RS Crum Inc.
Jon R. Theriault
CRD 4297295 · Named on Form ADV at one SEC-registered adviser
At a glance
RS Crum Inc., an SEC-registered wealth manager based in Newport Beach, CA with $721 million in regulatory assets, lists Jon R. Theriault on its Form ADV as CFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007, a control person.
Firms and roles
- RS Crum Inc.CFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007Wealth manager · Newport Beach, CA · $721M in regulatory assets
AtlasMembers
Jon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark K. RylanceCEO, Trustee of the Rylance Family Trust DTD 9/29/2003, RS Crum Inc.
- Daniel E. SextonCCO (since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (since 2016), RS Crum Inc.
- Holly J. RylanceTrustee of the Rylance Family Trust DTD 9/29/2003, RS Crum Inc.
- Kirsten K. TheriaultTrustee of the Theriault Family Trust DTD 10/05/2007, RS Crum Inc.
- Kristina L. SextonTrustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016, RS Crum Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.