CFA®, Portfolio Manager
Connect with J.P. Pontbriand
CFA®, Portfolio Manager
At Salem Five Investment Services
J.P. joined Salem Five Investment Services in 2006. As one of the firm’s senior 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 many 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.
University of New Hampshire - BS in Business Administration, 1987
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.
Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »
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 Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, 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 Investment Services.
|Not Insured by FDIC or Any
Other Government Agency
|Not Bank Deposits
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI.