Nicole Mongeon
Rembert Pendleton Jackson · Vienna, Virginia
Nicole Mongeon is a fee-only financial advisor at Rembert Pendleton Jackson in Vienna, Virginia, who holds the CFP credential. Rembert Pendleton Jackson reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rembert Pendleton Jackson |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.73B across 5,377 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4688800 |
| Exams passed | Series 66 (2004) |
| Firm size | 20 employees |
| Disclosures | None reported |
How Nicole's firm compares
- Rembert Pendleton Jackson's average account is about $507,000, from its Form ADV (assets managed divided by 5,377 accounts).
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Questions about Nicole
Is Nicole Mongeon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Rembert Pendleton Jackson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole's firm, Rembert Pendleton Jackson, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicole Mongeon based?
Nicole Mongeon is based in Vienna, Virginia.
What credentials does Nicole Mongeon hold?
Nicole Mongeon holds the CFP credential.
Is Nicole Mongeon registered with the SEC?
Yes. Nicole Mongeon is registered as an investment adviser representative in VA (CRD 4688800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rembert Pendleton Jackson manage?
Rembert Pendleton Jackson reports $2.73B across 5,377 accounts in assets under management.
How do I contact Nicole Mongeon?
Contact details aren't on file yet. Search for Rembert Pendleton Jackson.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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