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Daniel E Jackson

Rembert Pendleton Jackson

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About Daniel E Jackson

Daniel E. Jackson is a financial advisor with Rembert Pendleton Jackson, located in Vienna, VA. Daniel E. Jackson is registered as an Investment Advisor Representative (IAR). Daniel E. Jackson has been in the industry since 2014. Daniel E. Jackson has a Series 63, 65 and SIE licenses. Daniel E. Jackson has a Certified Financial Planner designation. Before joining Rembert Pendleton Jackson, Daniel E. Jackson worked at NYLIFE SECURITIES LLC.

Firm Information

Daniel Jackson is currently registered with Rembert Pendleton Jackson. Rembert Pendleton Jackson is an investment advisor based in Vienna, VA. They specialize in financial planning, pension consulting, and business consulting, and offer educational seminars and selection of other advisors. The firm manages approximately $2.4 billion in assets for a range of clients, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension plans.
Rembert Pendleton Jackson

1945 OLD GALLOWS ROAD

VIENNA, VA 22182

$2.38B

Assets Under Management

6

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Jackson’s Registration & Firm History

VA

03/30/2020 - Present

Rembert Pendleton Jackson (VIENNA VA)

VA

01/07/2015 - 01/09/2017

NYLIFE SECURITIES LLC (VIENNA VA)

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Licenses & Designations

IA

Issued 03/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel E Jackson.
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