Daniel Jackson
Rembert Pendleton Jackson · Vienna, Virginia
Daniel Jackson is a fee-only financial advisor at Rembert Pendleton Jackson in Vienna, Virginia, who holds the CFP credential. Rembert Pendleton Jackson reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rembert Pendleton Jackson |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.73B across 5,377 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6366833 |
| Exams passed | Series 63 (2015) · Series 65 (2017) |
| Firm size | 20 employees |
| Disclosures | None reported |
How Daniel's firm compares
- Rembert Pendleton Jackson's average account is about $507,000, from its Form ADV (assets managed divided by 5,377 accounts).
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Questions about Daniel
Is Daniel Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Rembert Pendleton Jackson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Rembert Pendleton Jackson, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Jackson based?
Daniel Jackson is based in Vienna, Virginia.
What credentials does Daniel Jackson hold?
Daniel Jackson holds the CFP credential.
Is Daniel Jackson registered with the SEC?
Yes. Daniel Jackson is registered as an investment adviser representative in VA (CRD 6366833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rembert Pendleton Jackson manage?
Rembert Pendleton Jackson reports $2.73B across 5,377 accounts in assets under management.
How do I contact Daniel Jackson?
Contact details aren't on file yet. Search for Rembert Pendleton Jackson.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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