REMBERT PENDLETON JACKSON

7647 Leesburg Pike
Falls Church, Virginia 22043
Tel: 703-821-6655

About REMBERT PENDLETON JACKSON

REMBERT PENDLETON JACKSON, formally registered with the SEC as REMBERT PENDLETON JACKSON. The firm was established in 01/02/2020. They have over 2 offices throughout the country.

REMBERT PENDLETON JACKSON is a Falls Church, Virginia based Financial Planning firm with nearly $1,721,486,458 assets under management, offering retirement planning & investment advisory services to 4047 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306510
SEC#	801-117848
Assets Managed by Firm	$1,721,486,458
No. of Clients	4047
No. of Advisors	15

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4047	$1,721,486,458
Individuals (other than high net worth individuals)	632	$276,597,992
High net worth individuals	514	$1,394,429,621
Pension and profit sharing plans	1	$1,895,059
Charitable organizations	10	$48,563,786

More Retirement Planning firms in Falls Church, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$38,906,541,054	402	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$30,621,255,853	50	42
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$24,901,888,467	75	105
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$17,550,000,000	4952	67

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