Rembert Pendleton Jackson
FINANCIAL AND INVESTMENT ADVISORS Rembert Pendleton Jackson offers a wide range of investment advisory services to individual and institutional investors. Based in Falls Church, Virginia, the firm has been serving individual clients from around the nation’s capital and in over 45 states since 1974 and serving non-profit organizations since 1994. Collectively, the principals have over 210 years experience in providing these services. The Firm’s mission is to provide every client with the highest level of individualized service our profession has to offer. We custom-tailor our advice because each client has different needs. We provide our clients with recommendations and assistance to meet their unique requirements. Our clients include individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations and charitable organizations. We focus our efforts on long-term investment strategies utilizing wealth management techniques. We advise clients as fiduciaries and fully embrace those fiduciary duties. We manage risks and generate returns within the guidelines set forth by each client. The principals also serve as fiduciaries of several trusts and estates.
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Verified contacts
16
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
172
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- DJ
Dan Jackson
Senior Financial Planner · Finance & Accounting
EmailPhone - LV
Liz Verdi
Relationship Manager · Finance & Accounting
EmailPhone - NM
Nicole Mongeon
Vice President, Director of Operations and Marketing · Other
EmailPhone - JC
Jeff Canavan
Director of Investments · Finance & Accounting
EmailPhone - AF
Anthony Fewell
Sales Associate · Sales & Business Development
EmailPhone - BA
Bobby Amoako
Financial Planner · Finance & Accounting
EmailPhone - DC
Denise Campo
Financial Planning Administrative Assistant · Finance & Accounting
EmailPhone - PR
Payton Rembert
Financial Planner · Finance & Accounting
EmailPhone
Showing 8 of 16 verified contacts
Top roles at Rembert Pendleton Jackson
11 distinct titles indexed · top 10 shown.
- 3financial planner
- 2financial advisor
- 2relationship manager, vice president
- 1associate relationship manager
- 1director of investments
- 1don't have one
- 1financial planning administrative assistant
- 1relationship manager
- 1sales associate
- 1senior financial planner
- +1more titles
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