Payton Adam Rembert
Investment adviser representative at Rembert Pendleton Jackson
13 yearsExperience
1 stateRegistered in
$2.7BFirm assets
6 yearsFirm in business
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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
13 years in the industry.
- Rembert Pendleton JacksonMay 2025 to now
- Ssb Wealth Management, Inc. (dba Rembert Pendleton Jackson)Mar 2025 to now
- Booz Allen HamiltonFeb 2021 to Feb 2025
- Ssb Wealth Management Inc. (dba Rembert Pendleton Jackson)May 2020 to Aug 2020
- Atlas ResearchJun 2019 to Aug 2020
- University of RichmondAug 2017 to Dec 2020
- Mookie's BbqJan 2016 to Aug 2017
- StudentAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8068087
- Firm CRD
- 306510