Nicole Marie Mongeon
Investment adviser representative at Rembert Pendleton Jackson
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
Are you Nicole Marie Mongeon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Rembert Pendleton JacksonSep 2020 to now
- Ssb Wealth Management, Inc. d/b/a Rembert Pendleton JacksonAug 2020 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Rembert Pendleton Jackson
Legal name: Ssb Wealth Management, Inc.
$2.7BAssets managed
1,458Clients
16Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4688800
- Firm CRD
- 306510