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Inactive

Jon Paul Theriault

Summitry, LLC

Foster City, CA

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Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-10
  • CA RA
    APPROVED
    Since 2026-07-10

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of The West Danville CA 07/2015 01/2017
Monami Eugene OR 10/2015 01/2017
Emerald Eugene OR 10/2016 04/2019
Northwestern Mutual Walnut Creek CA 09/2019 08/2020
Fidelity Investments Campbell CA 08/2020 03/2022
Unemployed Danville CA 05/2019 09/2019
Rbc Capital Markets, Llc San Francisco CA 03/2022 08/2024
Hightower Advisors San Ramon CA 09/2024 05/2026
Summitry Foster City CA 07/2026 Present
  • 07/2015 → 01/2017
    Bank Of The West
    Danville, CA
  • 10/2015 → 01/2017
    Monami
    Eugene, OR
  • 10/2016 → 04/2019
    Emerald
    Eugene, OR
  • 09/2019 → 08/2020
    Northwestern Mutual
    Walnut Creek, CA
  • 08/2020 → 03/2022
    Fidelity Investments
    Campbell, CA
  • 05/2019 → 09/2019
    Unemployed
    Danville, CA
  • 03/2022 → 08/2024
    Rbc Capital Markets, Llc
    San Francisco, CA
  • 09/2024 → 05/2026
    Hightower Advisors
    San Ramon, CA
  • 07/2026 → Present
    Summitry
    Foster City, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-08
S63 Uniform Securities Agent State Law Examination 2021-09-24
  • S66 Uniform Combined State Law Examination
    2024-02-08
  • S63 Uniform Securities Agent State Law Examination
    2021-09-24
Other Names
  • Jon Paul Theriault
  • Jon Theriault

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA
SEMPERVIRENS VENTURES LLC · SAN MATEO, CA

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