Daniel Jackson is a CFP-designated registered investment advisor at Rembert Pendleton Jackson, based in Vienna, VA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 1,458 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally will not exceed 1.00% per annum, but are negotiable based on account size, complexity, and asset structures.
Fee Estimator
Location
1945 Old Gallows Road, Suite 750, Vienna, VA, 22182
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rembert Pendleton Jackson
Previous Registrations
Rembert Pendleton Jackson
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Brett Roper, CFPRembert Pendleton Jackson
- Jeffrey Canavan, CFARembert Pendleton Jackson
- Nicole Mongeon, CFPRembert Pendleton Jackson
- Daniel Larrabee, CFPRembert Pendleton Jackson
- Charles Rembert, CFPRembert Pendleton Jackson
- John Wolff, CFPRembert Pendleton Jackson