RBC Capital Markets
46yrs
Top advisor by experience in Vienna
12yrs
Based in Vienna, Virginia, Daniel Jackson is a fiduciary financial advisor with 12 years of industry experience. Daniel joined Rembert Pendleton Jackson in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowRembert Pendleton JacksonCurrent
Contact Daniel
(703) 821-6655Rembert Pendleton Jackson main office 1945 Old Gallows Road Suite 750Vienna, VA 22182Office · Get directions LinkedIn pageRembert Pendleton Jackson
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Rembert Pendleton Jackson at (703) 821-6655 and ask for Daniel Jackson. Daniel works from the Vienna, VA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Rembert Pendleton Jackson reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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