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Fabienne Tremblay-parent

JFG FAMILY OFFICE
Arlington, VA 22209
Some features on this profile are disabled
CRD#: 7276090
FT

Professional summary

Fabienne Tremblay-parent, who also goes by Fabienne Lembo, Fabienne Tremblay Lembo, Fabienne Tremblay-parent, Fabienne Tremblay, is a registered financial advisor currently at JFG FAMILY OFFICE located in Arlington, Virginia.

Fabienne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Fabienne has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fabienne Lembo | Fabienne Tremblay Lembo | Fabienne Tremblay-Parent | Fabienne 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) - RIA

Click below to view Fabienne Tremblay-parent's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 6, 2025 - Present

JFG FAMILY OFFICE

Office #1: 1812 N Moore St Suite 1820, Arlington, VA 22209
RIA
CRD#: 125101
Arlington, VA
Past

July 1, 2025 - January 19, 2026

JFG WEALTH MANAGEMENT, LLC

RIA
CRD#: 285023
Arlington, VA
Past

October 4, 2023 - June 6, 2025

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
WASHINGTON, DC
Past

May 19, 2023 - June 6, 2025

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
WASHINGTON, DC
Past

February 16, 2021 - May 15, 2023

ROCKEFELLER FINANCIAL LLC

RIA
CRD#: 291361
Washington DC, DC
Past

September 1, 2020 - May 15, 2023

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
Washington DC, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JF
JFG FAMILY OFFICE
JFG | JOHNSON FINANCIAL GROUP LLC | JOHNSON FAMILY OFFICE | JFG FAMILY OFFICE

CRD#: 125101 / SEC#: 801-79223

RIA
Registered Investment Advisory firm - (3/7/2014 Approved)
Colorado
Registered Investment Advisory firm - (4/25/2014 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(6/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2020
Securities Industry Essentials Examination

Current Firm

JF
JFG FAMILY OFFICE
JFG | JOHNSON FINANCIAL GROUP LLC | JOHNSON FAMILY OFFICE | JFG FAMILY OFFICE

CRD#: 125101 / SEC#: 801-79223

RIA
Registered Investment Advisory firm - (3/7/2014 Approved)
Colorado
Registered Investment Advisory firm - (4/25/2014 Terminated)
PREMIUM
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Contact information

Main Address
1144 Fifteenth Street Suite 3950, Denver, CO 80202
Mailing Address
Phone number
(720) 475-1195
Established
Firm type
Fiscal year end
# of Employees
47

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JOHNSON FINANCIAL GROUP FORM ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts861
AUM (Assets Under Management)$ 2,745,499,208

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/13/2025
Cover Page
Report
12/09/2024
Cover Page
Report
02/28/2024
Cover Page
Report

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

JFG FAMILY OFFICE

CRD#: 125101Arlington, VA 22209

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