Daniel E Jackson
Investment adviser representative at Rembert Pendleton Jackson
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Rembert Pendleton JacksonMar 2020 to now
- Ssb Wealth Management, Inc. d/b/a Rembert Pendleton JacksonFeb 2020 to now
- Rembert Pendleton JacksonJan 2017 to Jan 2020
- Nylife Securities LLCDec 2014 to Jan 2017
- New York Life Ins. CoJul 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Rembert Pendleton Jackson
Legal name: Ssb Wealth Management, Inc.
$2.7BAssets managed
1,458Clients
16Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6366833
- Firm CRD
- 306510