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Advisor

Jeffrey Canavan

Rembert Pendleton Jackson · Vienna, Virginia

Jeffrey Canavan is a fee-only financial advisor at Rembert Pendleton Jackson in Vienna, Virginia, who holds the CFA credential. Rembert Pendleton Jackson reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFA

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Facts

FirmRembert 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
CredentialsCFA
SEC registration Investment adviser representative in VA · CRD 4559593
Firm size20 employees
Disclosures None reported

How Jeffrey's firm compares

  • Rembert Pendleton Jackson's average account is about $507,000, from its Form ADV (assets managed divided by 5,377 accounts).

What fee-only advisors charge in Virginia

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Questions about Jeffrey

Is Jeffrey Canavan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey's firm, Rembert Pendleton Jackson, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Jeffrey Canavan based?

Jeffrey Canavan is based in Vienna, Virginia.

What credentials does Jeffrey Canavan hold?

Jeffrey Canavan holds the CFA credential.

Is Jeffrey Canavan registered with the SEC?

Yes. Jeffrey Canavan is registered as an investment adviser representative in VA (CRD 4559593), 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 Jeffrey Canavan?

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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