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JT

Jean-philippe Tremblay

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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 .

top-8-questions

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.

Blog Corner


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#:

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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

Documents


Latest Form ADV

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

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