Elizabeth F. Drew Verdi

REMBERT PENDLETON JACKSON

Vienna, VA 22182

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CRD#: 4667736

Professional summary

Elizabeth Frances Drew Verdi, CFP®, who also goes by Elizabeth Frances Drew, Elizabeth Drew Verdi, is a registered financial advisor currently at REMBERT PENDLETON JACKSON located in Vienna, Virginia.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Elizabeth has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Frances Drew | Elizabeth Drew Verdi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Frances Drew Verdi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

March 30, 2020 - Present

REMBERT PENDLETON JACKSON

Office #1: 1945 Old Gallows Road Suite 750, Vienna, VA 22182

RIA

CRD#: 306510

Vienna, VA

Past

November 11, 2011 - March 30, 2020

REMBERT PENDLETON JACKSON

RIA

CRD#: 105171

FALLS CHURCH, VA

Past

February 15, 2006 - May 9, 2011

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

BETHESDA, MD

Past

February 15, 2006 - May 9, 2011

GIRARD SECURITIES, INC.

CRD#: 18697

BETHESDA, MD

Past

February 9, 2005 - January 24, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

September 11, 2003 - January 31, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VIENNA, VA

Past

July 30, 2003 - January 31, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 30, 2003 - January 31, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REMBERT PENDLETON JACKSON

REMBERT PENDLETON JACKSON | SSB WEALTH MANAGEMENT, INC.

CRD#: 306510 / SEC#: 801-117848

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(3/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/10/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/29/2003

General Securities Representative Examination

Current Firm

REMBERT PENDLETON JACKSON

REMBERT PENDLETON JACKSON | SSB WEALTH MANAGEMENT, INC.

CRD#: 306510 / SEC#: 801-117848

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

1945 Old Gallows Road Suite 750, Vienna, VA 22182

Mailing Address

Phone number

(703) 821-6655

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RPJ - ADV PART 2 (MARCH 26, 2021) (4/14/2025)

Regulatory assets under management

Total Number of Accounts	5,119
AUM (Assets Under Management)	$ 2,376,306,700

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/29/2025	Cover Page	Report
07/23/2024	Cover Page	Report
10/24/2023	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Elizabeth F. Drew Verdi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Frances Drew Verdi's CRS (Customer Relationship Summary).

Certified licenses

Experience

REMBERT PENDLETON JACKSON

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

REMBERT PENDLETON JACKSON

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2003

Series 7

Date: 7/29/2003

Current Firm

REMBERT PENDLETON JACKSON

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

REMBERT PENDLETON JACKSON

TRUST BUT VERIFY

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