A complete list of active advisors currently associated with Rembert Pendleton Jackson
Warmer can help you find a great advisor at Rembert Pendleton Jackson or one who fits your needs even better.
Rembert Pendleton Jackson (RPJ) provides investment management, financial planning, retirement plan consulting and business consulting to a mix of individual and institutional clients, including high‑net‑worth individuals, plan sponsors, charitable organizations and other business entities. The firm manages assets held in traditional brokerage accounts as well as in employer‑sponsored retirement plans, variable life/annuity contracts and other special accounts. RPJ applies a client‑specific, Modern Portfolio Theory‑based approach, designing diversified asset allocations and using mutual funds, ETFs, individual securities and third‑party managers as appropriate; portfolios are reviewed periodically and RPJ typically meets with clients quarterly. The firm operates both discretionary and non‑discretionary programs and documents client objectives, restrictions and rebalancing guidelines in investment management agreements. RPJ is a wholly‑owned subsidiary of Atlantic Union Bank and discloses affiliations with bank‑owned entities, including West Financial Services and Atlantic Union Municipal Advisors, and joint retirement plan work with Retirement Plan Consultants (RPC), with affiliated firms helping to create plan investment policy statements. The brochure also highlights an uncommon operational mix for a team adviser: as of December 31, 2025 RPJ reported nearly equal discretionary and non‑discretionary AUM (approximately $1.353B discretionary and $1.372B non‑discretionary) and describes referral and affiliate relationships and custodial platform benefits that it discloses as potential conflicts of interest.
To learn more about the advisors currently working at Rembert Pendleton Jackson, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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