SALEM FIVE WEALTH ADVISORS - Meet the Team

J.P. Pontbriand   

CFA®, Client Portfolio Manager

J.P. Pontbriand

Connect with J.P. Pontbriand

At Salem Five Investment Services

J.P. joined Salem Five Investment Services in 2006. As one of the firm’s experienced advisors, he manages investment portfolios and provides related advisory services for both institutional and individual clients. J.P. is a CFA Charterholder; the CFA© (Chartered Financial Analyst©) is considered by some to be the definitive standard of measuring portfolio management and investment analysis competence and integrity. The CFA charter requirements include a three-year program of study and testing, which J.P. completed in 1993, and ongoing demonstration of continuing education and ethical business practice.

Before Joining Salem Five Investment Services

Throughout the ensuing 20+ years, he has worked in the investment field, including institutional investment management, investment banking, corporate finance, and wealth management.

Education

University of New Hampshire - BS in Business Administration, 1987

Credentials

CFA© Charterholder

Personal

J.P. lives in Hampton Falls, New Hampshire with his wife and their five children. He and his family are active members in their church. J.P. enjoys working with and serving community organizations. He is a member of the Hampton Rotary, and volunteers with the Boy Scouts of America and several other community organizations.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



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