Elizabeth Drew Verdi
Rembert Pendleton Jackson · Vienna, Virginia
Elizabeth Drew Verdi 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 4667736 |
| Exams passed | Series 66 (2003) |
| Firm size | 20 employees |
| Disclosures | None reported |
How Elizabeth'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 Elizabeth
Is Elizabeth Drew Verdi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth 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 Elizabeth charge for financial advice?
Elizabeth's firm, Rembert Pendleton Jackson, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Elizabeth Drew Verdi based?
Elizabeth Drew Verdi is based in Vienna, Virginia.
What credentials does Elizabeth Drew Verdi hold?
Elizabeth Drew Verdi holds the CFP credential.
Is Elizabeth Drew Verdi registered with the SEC?
Yes. Elizabeth Drew Verdi is registered as an investment adviser representative in VA (CRD 4667736), 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 Elizabeth Drew Verdi?
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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