Unclaimed
Leslie David Irby is a financial advisor who has been in the industry since 1994. Leslie holds a Series 65 license, and is a Certified Financial Planner. Leslie is currently affiliated with Rembert Pendleton Jackson and has been with the firm since 2020. Rembert Pendleton Jackson is a registered investment advisor with the SEC and is based in Vienna, Virginia. The firm provides advisory services for individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/30/2020 - Present
Rembert Pendleton Jackson (VIENNA VA)
IA
Issued 09/08/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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