JT

Jean-philippe Tremblay

Some features on this profile are disabled
CRD#: 4573126
JT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jean-philippe Tremblay, who also goes by Jp Tremblay, was a registered financial professional .

Jean-philippe is a previously registered financial professional and started their career in finance in 2003. Jean-philippe had worked at 2 firms .

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jp Tremblay

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 19, 2019 - August 2, 2021

WEALTHNET INVESTMENTS, LLC

RIA
CRD#: 168929
ENGLEWOOD, CO
Past

January 2, 2003 - November 17, 2009

CENTRIC INVESTMENT GROUP INC

RIA
CRD#: 114066
ENGLEWOOD, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


WI
WEALTHNET INVESTMENTS, LLC
MACROTREND STRATEGIES, LLC | WEALTHNET INVESTMENTS, LLC | WEALTHNET INVESTMENTS

CRD#: 168929 / SEC#:

PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
9800 Pyramid Ct Suite 400, Englewood, CO 80112
Mailing Address
Phone number
(720) 895-1395
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts219
AUM (Assets Under Management)$ 49,168,219

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEALTHNET INVESTMENTS, LLC

CRD#: 168929

TRUST BUT VERIFY

Monitor Jean-philippe Tremblay

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Steven Allen Barnes
Steven BarnesAdvisorCheck Check Mark
BARNES WEALTH MANAGEMENT GROUP
IAR
RR
BAKERSFIELD, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.