Daniel Joseph Larrabee
Investment adviser representative at Rembert Pendleton Jackson
11 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
11 years in the industry.
- Rembert Pendleton JacksonApr 2021 to now
- Bogart WealthJun 2019 to Apr 2021
- Financial 360, LLCMay 2018 to Aug 2018
- Keswick Hall and Golf ClubJun 2016 to Aug 2017
- Virginia Tech UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 6962314
- Firm CRD
- 306510