JP Theriault is an Associate Financial Advisor at Summitry. He primarily works with the Private Client Group, providing advisory and planning support to clients and the firm’s Financial Advisors. He helps develop comprehensive financial plans designed to support clients’ long-term financial goals.
Before joining Summitry, JP worked in Private Wealth Management, supporting ultra-high-net-worth families and individuals. He supported advisors with client service, customized reporting, financial planning initiatives, and the day-to-day management of complex client relationships. He has been working in the financial services industry since 2020.
JP earned a Bachelor of Science in Economics and Business Administration from the University of Oregon. As a Bay Area native who grew up in Danville, he values strong relationships, family, and community. Outside the office, JP enjoys traveling, playing in a local softball league, and seeking out new golf courses whenever he has the opportunity.
