Jon Theriault (CFP®, MBA)

Jon Theriault focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

RS Crum Inc., a SEC Registered Investment Advisor was established in 1976 by Richard S. Crum. The firm provides personal financial planning and investment services. The specialty of the firm is its ability to advise on real estate matters and other alternative investments in addition to traditional stocks and bonds. This focus allows RS Crum to incorporate a client’s complete financial picture when delivering financial planning advice. The firm operates on a Fee Only basis, which means they do not accept commissions, kickbacks or work on any type of revenue sharing basis with any other professional providers. The goal of this approach is to eliminate conflict of interest from the advice process. This standard provides their clients the highest assurance of objectivity, confidence and personal comfort. RS Crum was one of the pioneers in delivering services in this manner and has been doing so for nearly three decades. RS Crum Inc as a Registered Investment Advisor is regulated by the United States Securities and Exchange Commission (SEC). The firm is a long-term member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Additional Information

As a principal of RS Crum and a lead advisor to many of the firm's clients, Jon brings 15 years of experience in providing business consulting and mergers and acquisitions services to owners of privately-held businesses, including running his own M&A firm for six years prior to joining RS Crum in 2008. As a result, he offers a unique entrepreneurial perspective and understands the emotional and complex decisions that impact business owners and individuals as they contemplate major transitional events. Mr. Theriault also has considerable real estate experience, offering additional insight to the common real estate concerns facing clients today. A member of the FPA as well as NAPFA, Jon is also a charter Board Member of The Center for Investment and Wealth Management at UC Irvine. He has a bachelor degree in business administration from the University of Arizona and and MBA with an emphasis in Finances from Pepperdine University. Jon is married and has three children.

NAPFA Start Date

August 04, 2009


This Office

4 Upper Newport Plz Ste 201 Newport Beach, CA 92660-2679 Phone: (949) 428-9696 Fax: (949) 428-9680