REMBERT PENDLETON JACKSON

1945 Old Gallows Road
Suite 750
Vienna, Virginia 22182
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 1 offices throughout the country.

REMBERT PENDLETON JACKSON is a Vienna, Virginia based Financial Planning firm with nearly $2,376,306,700 assets under management, offering retirement planning & investment advisory services to 5119 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306510
SEC#	801-117848
Assets Managed by Firm	$2,376,306,700
No. of Clients	5119
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	5119	$2,376,306,700
Individuals (other than high net worth individuals)	738	$312,329,120
High net worth individuals	624	$1,965,961,295
Pension and profit sharing plans	1	$131,572
Charitable organizations	22	$93,157,635
Corporations or other businesses	5	$4,727,078

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