Donald M. Rembert

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CRD#: 800316

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Mosby Rembert, AIF®, CFP® was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1974. Donald had worked at 8 firms and has passed the Series 1 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

- Name of business: Trimetrix Inc., - Non ivnestment-related - Address: 1511 Wilson Boulevard, Suite 725, Arlington, VA 22201 - Nature of business: Government and State Contracting - Staff acquisition in health and human services sector - Title and position: Senior Advisor to Executive Management Board - Description of duties: Support Board of Directors and Executives in oversight of business operations .

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Past

March 30, 2020 - August 25, 2025

REMBERT PENDLETON JACKSON

RIA

CRD#: 306510

VIENNA, VA

Past

April 4, 2002 - March 30, 2020

REMBERT PENDLETON JACKSON

RIA

CRD#: 105171

FALLS CHURCH, VA

Past

March 14, 1989 - October 31, 1991

STEIN ABBOTT AND COMPANY INC.

CRD#: 23697

YONKERS, NY

Past

October 8, 1985 - January 11, 1989

O. R. SECURITIES, INC.

CRD#: 10216

Past

July 6, 1983 - October 8, 1985

WZW FINANCIAL SERVICES, INC.

CRD#: 5717

Past

November 28, 1980 - November 6, 1981

KEYPORT FINANCIAL SERVICES CORP.

CRD#: 8127

Past

June 18, 1980 - May 17, 1984

ILG SECURITIES CORPORATION

CRD#: 422

Past

November 4, 1974 - July 5, 1983

CORNERSTONE FINANCIAL SERVICES, INC.

CRD#: 953

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

Series 1

Date: 10/22/1974

Registered 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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Donald M. Rembert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REMBERT PENDLETON JACKSON

REMBERT PENDLETON JACKSON

STEIN ABBOTT AND COMPANY INC.

O. R. SECURITIES, INC.

WZW FINANCIAL SERVICES, INC.

KEYPORT FINANCIAL SERVICES CORP.

ILG SECURITIES CORPORATION

CORNERSTONE FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

REMBERT PENDLETON JACKSON

State Registrations and Notice Filings

Exams

Series 1

Date: 10/22/1974

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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