REMBERT PENDLETON JACKSON

SSB WEALTH MANAGEMENT, INC.

CRD 306510 · SEC 801-117848

Visit website

1945 OLD GALLOWS ROAD, SUITE 750, VIENNA, VA, 22182, United States

Phone

703-821-6655

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.73B

Discretionary AUM

$1.35B

Team

20 total employees; 15 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsBUSINESS CONSULTING

Client types

Type	Clients	AUM
Individuals	727	$301.9M
High net worth individuals	707	$2.32B
Pension/profit sharing plans	1	$142K
Charitable organizations	20	$96.6M
Corporations/business entities	3	$3.2M

States served

VT, AZ, CA, CO, DE, DC, GA, IL, LA, MD, MA, MI, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WV, WI, WA, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/REMBERT-PENDLETON-JACKSON

Official SEC filing: View on IAPD