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Dwayne Anthony Jackson

Rembert Pendleton Jackson

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About Dwayne Anthony Jackson

Dwayne Anthony Jackson is a registered Investment Advisor Representative with Rembert Pendleton Jackson. Dwayne has been in the financial industry for over 30 years. He is a Series 6, 7, 63, and 65 licensed individual. He is a financial advisor and specializes in working with high-net-worth individuals, charitable organizations, and corporations. Dwayne offers a wide range of services including financial planning, pension consulting, portfolio management, and business consulting.

Firm Information

Dwayne 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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Dwayne Jackson’s Registration & Firm History

VA

03/30/2020 - Present

Rembert Pendleton Jackson (VIENNA VA)

NY

12/24/1990 - 02/26/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/24/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/12/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dwayne Anthony Jackson.
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