Jon Theriault
RS Crum · Newport Beach, California
Jon Theriault is a fee-only financial advisor at RS Crum in Newport Beach, California, who holds the CFP credential. RS Crum reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jon →
Facts
| Firm | RS Crum |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $720.7M across 971 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4297295 |
| Exams passed | Series 63 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rscrum.com |
How Jon's firm compares
- RS Crum's average account is about $742,000, from its Form ADV (assets managed divided by 971 accounts).
Request an introduction to Jon
Tell Jon a little about what you're looking for. Jon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jon
Is Jon Theriault a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and RS Crum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, RS Crum, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jon Theriault based?
Jon Theriault is based in Newport Beach, California.
What credentials does Jon Theriault hold?
Jon Theriault holds the CFP credential.
Is Jon Theriault registered with the SEC?
Yes. Jon Theriault is registered as an investment adviser representative in CA and TX (CRD 4297295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RS Crum manage?
RS Crum reports $720.7M across 971 accounts in assets under management.
How do I contact Jon Theriault?
Through Jon's website, www.rscrum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.