Rembert Pendleton Jackson

Overview

Rembert Pendleton Jackson is an SEC registered investment adviser based in Vienna, VA, registered since 2020. It reports $2.7B in assets under management across 5,377 accounts, with 20 employees. It has 16 investment adviser representatives.

Reported AUM

$2.7B

Discretionary

50%

Accounts

5,377

Average account

$507K

Employees

20

Advisory reps

16

Registered since

2020

Jurisdictions

29

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Charles Ellis Rembert Chief Executive Officer, Chief Compliance Officer, Director CRD 2287163
• Brett William Roper President; Director CRD 4952846
• Anh Ngoc Lam Chief Compliance Officer CRD 6286196

1 more executive officer, with direct contact details

Advisory reps 3 of 16

• Bob Brafo Amoako Investment Adviser Rep CRD 7318547
• Jeffrey Allen Canavan Investment Adviser Rep CRD 4559593
• Elizabeth Steiner Clough Investment Adviser Rep CRD 5025284

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1945 Old Gallows Rd Ste 750
Vienna, VA 22182

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 29 jurisdictions

Every state, with registration dates

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