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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

REMBERT PENDLETON JACKSON

SSB WEALTH MANAGEMENT, INC., CRD 306510

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:434001a5-e0d2-28f1-85d2-76b810530d01

Data as of Aug 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 7
On other graphs: 0
Observed: Nov 23, 2019 to Aug 12, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-08-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $2.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $170Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,377
Individual clients: 727
High net worth clients: 707
Custody, client assets: $859M
SEC number: 801-117848
CRD: 306510
Filings on the tape: 31
First filed: Nov 23, 2019
Latest filed: Aug 12, 2026
Organised: Corporation, MD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DWAYNE ANTHONY JACKSON	n/a	VIENNA, VA	6	35	1	no
NEWTON GAY PENDLETON	Certified Financial Planner	VIENNA, VA	6	36	1	no
CHARLES ELLIS REMBERT	Certified Financial Planner	VIENNA, VA	6	33	1	no
LESLIE DAVID IRBY	Certified Financial Planner	VIENNA, VA	6	32	2	no
ELIZABETH FRANCES DREW VERDI	Certified Financial Planner	VIENNA, VA	6	23	3	no
BRETT WILLIAM ROPER	Certified Financial Planner	VIENNA, VA	6	22	1	no
ELIZABETH STEINER CLOUGH	Certified Financial Planner	VIENNA, VA	6	19	3	no
DANIEL E JACKSON	Certified Financial Planner	VIENNA, VA	6	12	1	no
John Kenneth Wolff	Certified Financial Planner	VIENNA, VA	6	11	1	no
David Seth Tebor	Certified Financial Planner	VIENNA, VA	6	11	1	no
NICOLE MARIE MONGEON	Certified Financial Planner	VIENNA, VA	5	22	1	no
DANIEL JOSEPH LARRABEE	Certified Financial Planner	VIENNA, VA	5	11	n/a	no
Bob Brafo Amoako	n/a	VIENNA, VA	3	10	1	no
Payton Adam Rembert	n/a	VIENNA, VA	1	13	n/a	no
JEFFREY ALLEN CANAVAN	Chartered Financial Analyst	VIENNA, VA	1	19	n/a	no
Tyler Theodore Morris	n/a	VIENNA, VA	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
POWELL, CHRISTY, HOBBS	Secretary	Na	yes	07/2026	Aug 12, 2026	Aug 12, 2026
REMBERT, CHARLES, ELLIS	CHIEF EXECUTIVE OFFICER, DIRECTOR OFFICER	Na	yes	01/2020	Aug 12, 2026	Aug 12, 2026
ROPER, BRETT, WILLIAM	PRESIDENT; DIRECTOR	Na	yes	01/2025	Aug 12, 2026	Aug 12, 2026
Aaron, Kaslow	Secretary	Na	yes	01/2020	Nov 23, 2019	Aug 7, 2024
CACERES, RAMIRO, LOUIS	Director	Na	yes	01/2020	Jan 23, 2020	Aug 7, 2024
Cullum, Charles	TREASURER, DIRECTOR	Na	yes	01/2020	Jan 31, 2020	Aug 7, 2024
LAM, ANH, NGOC	CHIEF COMPLIANCE OFFICER	Na	yes	08/2020	Sep 9, 2020	Aug 7, 2024
PENDLETON, NEWTON, GAY	PRESIDENT, DIRECTOR	Na	yes	01/2020	Jan 31, 2020	Aug 7, 2024
SANDY SPRING BANCORP, INC.	Shareholder	E	yes	11/2019	Nov 23, 2019	Aug 7, 2024
SANDY SPRING BANK	Shareholder	E	yes	11/2019	Nov 23, 2019	Aug 7, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEST FINANCIAL SERVICES, INC.	n/a	Independent wealth	$2.8B	N	yes	n/a
SANDY SPRING BANCORP, INC.	n/a	n/a	n/a	Y	no	n/a
SANDY SPRING BANK OF MARYLAND	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.7B	$1.4B	20	15	0	n/a	n/a
2024	Apr 14, 2025	$2.4B	$1.1B	17	13	0	n/a	n/a
2023	Mar 21, 2024	$2.1B	$728M	17	13	0	n/a	n/a
2022	Mar 23, 2023	$1.7B	$443M	15	12	1	n/a	n/a
2021	Mar 29, 2022	$2.1B	$1.6B	15	12	1	n/a	n/a
2020	Mar 26, 2021	$1.7B	$342M	14	11	1	n/a	n/a
2019	Feb 29, 2020	$1.6B	$129M	14	11	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.7B	$2.4B	14.7%	$1.7B	16.6%	20	17	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REMBERT PENDLETON JACKSON	10	Mar 30, 2020	Mar 30, 2020	FALLS CHURCH, VA	Firm absorbed	RIA to RIA	100.0%

Relationships

Affiliated with (2)

→ WEST FINANCIAL SERVICES, INC.Registered adviserother investment adviser, common control
factForm ADV
← WEST FINANCIAL SERVICES, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (16)

← Tyler Theodore MorrisAdvisorregistration: current employment
Aug 2, 2025 to presentfactForm ADV
← JEFFREY ALLEN CANAVANAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← Payton Adam RembertAdvisorregistration: current employment
May 17, 2025 to presentfactForm ADV
← Bob Brafo AmoakoAdvisorregistration: current employment
Aug 17, 2023 to presentfactForm ADV
← DANIEL JOSEPH LARRABEEAdvisorregistration: current employment
Jun 24, 2021 to presentfactForm ADV
← NICOLE MARIE MONGEONAdvisorregistration: current employment
Sep 23, 2020 to presentfactForm ADV
← DWAYNE ANTHONY JACKSONAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← NEWTON GAY PENDLETONAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← CHARLES ELLIS REMBERTAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← LESLIE DAVID IRBYAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← ELIZABETH FRANCES DREW VERDIAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← BRETT WILLIAM ROPERAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← ELIZABETH STEINER CLOUGHAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← DANIEL E JACKSONAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← John Kenneth WolffAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← David Seth TeborAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV

Controls (8)

← PENDLETON, NEWTON, GAYOwnerPRESIDENT, DIRECTOR, ownership code NA, individual
Jan 31, 2020 to Aug 7, 2024factForm ADV
← REMBERT, CHARLES, ELLISOwnerCHIEF EXECUTIVE OFFICER, DIRECTOR, ownership code NA, individual
Jan 31, 2020 to Aug 7, 2024factForm ADV
← CACERES, RAMIRO, LOUISOwnerDIRECTOR, ownership code NA, individual
Jan 23, 2020 to Aug 7, 2024factForm ADV
← LAM, ANH, NGOCOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 9, 2020 to Aug 7, 2024factForm ADV
← Aaron, KaslowOwnerSECRETARY, ownership code NA, individual
Nov 23, 2019 to Aug 7, 2024factForm ADV
← Cullum, CharlesOwnerTREASURER, DIRECTOR, ownership code NA, individual
Jan 31, 2020 to Aug 7, 2024factForm ADV
← SANDY SPRING BANCORP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 23, 2019 to Aug 7, 2024factForm ADV
← SANDY SPRING BANKOwnerSHAREHOLDER, ownership code E, domestic entity
Nov 23, 2019 to Aug 7, 2024factForm ADV

Moved with (1)

← REMBERT PENDLETON JACKSONRegistered adviser10 advisors, firm absorbed, same day
Mar 30, 2020 to Mar 30, 2020factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 29, 2020
Control person joined
Kaslow Aaron (Secretary) appeared on Schedule A of Rembert Pendleton Jackson
Form ADVobserved 4 days ago
Occurred
Jan 31, 2020
Control person joined
Ellis Charles Rembert (Chief Executive Officer, Chief Compliance Officer, Director) appeared on Schedule A of Rembert Pendleton Jackson
Form ADVobserved 4 days ago
Occurred
Jan 31, 2020
Control person joined
Gay Newton Pendleton (President, Director) appeared on Schedule A of Rembert Pendleton Jackson
Form ADVobserved 4 days ago
Occurred
Jan 31, 2020
Control person joined
Charles Cullum (Treasurer, Director) appeared on Schedule A of Rembert Pendleton Jackson
Form ADVobserved 4 days ago
Occurred
Jan 23, 2020
Control person joined
Louis Ramiro Caceres (President) appeared on Schedule A of Rembert Pendleton Jackson
Form ADVobserved 4 days ago
Occurred
Nov 23, 2019
First Form ADV filing
Ssb Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 29, 2020
Rembert Pendleton Jackson reported 11 state-registered advisory representatives, up from 0 (2020-01-31 to 2020-02-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:434001a5-e0d2-28f1-85d2-76b810530d01
First observed: Nov 23, 2019
Last observed: Aug 12, 2026 38 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REMBERT PENDLETON JACKSON

SSB WEALTH MANAGEMENT, INC., CRD 306510

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:434001a5-e0d2-28f1-85d2-76b810530d01

Data as of Aug 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DWAYNE ANTHONY JACKSON

n/a

VIENNA, VA

NEWTON GAY PENDLETON

Certified Financial Planner

VIENNA, VA

CHARLES ELLIS REMBERT

Certified Financial Planner

VIENNA, VA

LESLIE DAVID IRBY

Certified Financial Planner

VIENNA, VA

ELIZABETH FRANCES DREW VERDI

Certified Financial Planner

VIENNA, VA

BRETT WILLIAM ROPER

Certified Financial Planner

VIENNA, VA

ELIZABETH STEINER CLOUGH

Certified Financial Planner

VIENNA, VA

DANIEL E JACKSON

Certified Financial Planner

VIENNA, VA

John Kenneth Wolff

Certified Financial Planner

VIENNA, VA

David Seth Tebor

Certified Financial Planner

VIENNA, VA

NICOLE MARIE MONGEON

Certified Financial Planner

VIENNA, VA

DANIEL JOSEPH LARRABEE

Certified Financial Planner

VIENNA, VA

n/a

Bob Brafo Amoako

n/a

VIENNA, VA

Payton Adam Rembert

n/a

VIENNA, VA

n/a

JEFFREY ALLEN CANAVAN

Chartered Financial Analyst

VIENNA, VA

n/a

Tyler Theodore Morris

n/a

VIENNA, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

POWELL, CHRISTY, HOBBS

Secretary

yes

07/2026

Aug 12, 2026

REMBERT, CHARLES, ELLIS

CHIEF EXECUTIVE OFFICER, DIRECTOR OFFICER

yes

01/2020

Aug 12, 2026

ROPER, BRETT, WILLIAM

PRESIDENT; DIRECTOR

yes

01/2025

Aug 12, 2026

Aaron, Kaslow

Secretary

yes

01/2020

Nov 23, 2019

Aug 7, 2024

CACERES, RAMIRO, LOUIS

Director

yes

01/2020

Jan 23, 2020

Aug 7, 2024

Cullum, Charles

TREASURER, DIRECTOR

yes

01/2020

Jan 31, 2020

Aug 7, 2024

LAM, ANH, NGOC

CHIEF COMPLIANCE OFFICER

yes

08/2020

Sep 9, 2020

Aug 7, 2024

PENDLETON, NEWTON, GAY

PRESIDENT, DIRECTOR

yes

01/2020

Jan 31, 2020

Aug 7, 2024

SANDY SPRING BANCORP, INC.

Shareholder

yes

11/2019

Nov 23, 2019

Aug 7, 2024

SANDY SPRING BANK

Shareholder

yes

11/2019

Nov 23, 2019

Aug 7, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEST FINANCIAL SERVICES, INC.

n/a

Independent wealth

$2.8B

yes

n/a

SANDY SPRING BANCORP, INC.

n/a

SANDY SPRING BANK OF MARYLAND

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.7B

$1.4B

n/a

2024

Apr 14, 2025

$2.4B

$1.1B

n/a

2023

Mar 21, 2024

$2.1B

$728M

n/a

2022

Mar 23, 2023

$1.7B

$443M

n/a

2021

Mar 29, 2022

$2.1B

$1.6B

n/a

2020

Mar 26, 2021

$1.7B

$342M

n/a

2019

Feb 29, 2020

$1.6B

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.7B

$2.4B

14.7%

$1.7B

16.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REMBERT PENDLETON JACKSON

Mar 30, 2020

FALLS CHURCH, VA

Firm absorbed

RIA to RIA

100.0%