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Nicole Marie Mongeon

Rembert Pendleton Jackson

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About Nicole Marie Mongeon

Nicole Mongeon is an investment advisor representative with Rembert Pendleton Jackson. Nicole has been in the financial services industry for over 16 years. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Nicole has experience working with high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Nicole Mongeon is currently registered with Rembert Pendleton Jackson. Rembert Pendleton Jackson is an investment advisor based in Vienna, VA. They specialize in financial planning, pension consulting, and business consulting, and offer educational seminars and selection of other advisors. The firm manages approximately $2.4 billion in assets for a range of clients, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension plans.
Rembert Pendleton Jackson

1945 OLD GALLOWS ROAD

VIENNA, VA 22182

$2.38B

Assets Under Management

6

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicole Mongeon’s Registration & Firm History

VA

09/23/2020 - Present

Rembert Pendleton Jackson (VIENNA VA)

MD

07/22/2004 - 08/03/2020

AMERIPRISE FINANCIAL SERVICES, LLC (BETHESDA MD)

MN

07/22/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Marie Mongeon.
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