RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Fabienne Tremblay-Parent
- Title
- Client Advisorreportedjfgfamilyoffice.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Jfg Family Office independent RIA currentsince Jun 6, 2025 · Arlington, Va
- Jfg Wealth Management, LLC formerJul 1, 2025 to Jan 19, 2026 · Arlington, Va
- Alliancebernstein L.P. otherOct 4, 2023 to Jun 6, 2025 · Washington, Dc
- Rockefeller Capital Management BD affiliatedFeb 16, 2021 to May 15, 2023 · Atlanta, Ga
- Jfg Wealth Management, LLC to no registered destinationleft Jan 19, 2026 · Departure, no registered destination
- Alliancebernstein L.P. to Jfg Family Officeleft Jun 6, 2025, registered Jun 6, 2025 (0 days) · Other
- Rockefeller Capital Management to Alliancebernstein L.P.left May 15, 2023, registered Oct 4, 2023 (142 days) · Other
- Fabienne Tremblay-Parent no longer registered at Jfg Wealth Management, Llc; no later IA registration on IAPDJan 19, 2026 · Advisor departure · fact
- Fabienne Tremblay-Parent left Alliancebernstein L.P. for Jfg Family Office (registered 2025-06-06)Jun 6, 2025 · Advisor changed firm · fact
- Fabienne Tremblay-Parent left Rockefeller Capital Management for Alliancebernstein L.P. (registered 2023-10-04)May 15, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address