Rembert Pendleton Jackson

Rembert Pendleton Jackson (CRD# 105171) is a financial advisory firm headquartered in Falls Church, VA. They manage $1,103,759,000 in 4,158 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,104
    MILLION
  • Total Number of Accounts
    4,158
    ACCOUNTS
  • Average Account Value
    $265,454
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Rembert Pendleton Jackson
Showing 1 - 7 of 7 top financial advisors.
1
Charles E. Rembert
CRD#: 2287163
7647 Leesburg Pike, Falls Church, VA 22043
100
Wealthminder
score

Charles Rembert (CRD# 2287163) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has over 23 years of experience in the finance industry.

2
Elizabeth S. Clough
CRD#: 5025284
7647 Leesburg Pike, Falls Church, VA 22043
96
Wealthminder
score

Elizabeth Clough (CRD# 5025284) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has over 10 years of experience in the finance industry. Elizabeth Clough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Elizabeth F. Drew Verdi
CRD#: 4667736
7647 Leesburg Pike, Falls Church, VA 22043
96
Wealthminder
score

Elizabeth Drew Verdi (CRD# 4667736) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has over 14 years of experience in the finance industry. Elizabeth Drew Verdi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Dwayne A. Jackson
CRD#: 2115621
7647 Leesburg Pike, Falls Church, VA 22043
93
Wealthminder
score

Dwayne Jackson (CRD# 2115621) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has over 26 years of experience in the finance industry.

5
Newton G. Pendleton
CRD#: 2138835
7647 Leesburg Pike, Falls Church, VA 22043
93
Wealthminder
score

Newton Pendleton (CRD# 2138835) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has over 26 years of experience in the finance industry.

6
Brett W. Roper
CRD#: 4952846
7647 Leesburg Pike, Falls Church, VA 22043
93
Wealthminder
score

Brett Roper (CRD# 4952846) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has over 12 years of experience in the finance industry.

7
Donald M. Rembert
CRD#: 800316
7647 Leesburg Pike, Falls Church, VA 22043
87
Wealthminder
score

Donald Rembert (CRD# 800316) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Falls Church, VA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.