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Advisors / Virginia / Vienna
36yrs

Dwayne Jackson

Financial advisor at Rembert Pendleton Jackson

Dwayne Jackson has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Vienna, Virginia. Dwayne joined Rembert Pendleton Jackson in 2002, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.

Vienna, VA 22182Top advisor by experience at Rembert Pendleton JacksonFiduciary advisor
Call the officeDirections

At a glance

Experience36 years (since 1990)
How that compares ?Top advisor by experience at Rembert Pendleton Jackson
Office1945 Old Gallows Road Suite 750, Vienna, VA 22182
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.83 million
Advisors at the firm16
States licensed ?1 state

Services through Rembert Pendleton Jackson

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2002 – now
    Rembert Pendleton JacksonCurrent

Questions to ask Dwayne

Tailored to Dwayne’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Dwayne

How do I contact Dwayne?

Call Rembert Pendleton Jackson at (703) 821-6655 and ask for Dwayne Jackson. Dwayne works from the Vienna, VA office.

How long has Dwayne been a financial advisor?

Dwayne has been in the industry since 1990, about 36 years. Top advisor by experience at Rembert Pendleton Jackson.

What licenses does Dwayne hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Dwayne a fiduciary?

Dwayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dwayne paid?

Rembert Pendleton Jackson reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dwayne for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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