J.P. Pontbriand

CFA®, Client Portfolio Manager

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 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.

 

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



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, IN, 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, WV.