Leslie Irby
Rembert Pendleton Jackson · Vienna, Virginia
Leslie Irby 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.
Request an introduction to Leslie →
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 2510975 |
| Exams passed | Series 65 (1994) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Profile |
How Leslie's firm compares
- Rembert Pendleton Jackson's average account is about $507,000, from its Form ADV (assets managed divided by 5,377 accounts).
Request an introduction to Leslie
Tell Leslie a little about what you're looking for. Leslie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Leslie
Is Leslie Irby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie 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 Leslie charge for financial advice?
Leslie's firm, Rembert Pendleton Jackson, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leslie Irby based?
Leslie Irby is based in Vienna, Virginia.
What credentials does Leslie Irby hold?
Leslie Irby holds the CFP credential.
Is Leslie Irby registered with the SEC?
Yes. Leslie Irby is registered as an investment adviser representative in VA (CRD 2510975), 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 Leslie Irby?
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.
See something wrong? Request a correction. Read our methodology.