A complete list of active advisors currently associated with Rembert Pendleton Jackson
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Rembert Pendleton Jackson (RPJ) provides fee-only investment advisory and financial planning services to a mix of individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and corporate or business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, business consulting, and retirement plan consulting, including assistance with investment policy statements and plan design and monitoring. RPJ’s investment approach emphasizes diversified, client-specific portfolios grounded in Modern Portfolio Theory, using mutual funds, ETFs, individual securities, and third‑party managers where appropriate. The brochure discloses that RPJ manages accounts both discretionary and non-discretionary and reports roughly $1.35 billion in discretionary and $1.37 billion in non-discretionary assets under management as of December 31, 2025, reflecting a near-even split and relatively large non-discretionary exposure. The firm is a wholly‑owned subsidiary of Atlantic Union Bank and is affiliated with other bank-owned entities, and the brochure notes that an affiliate prepares initial investment policy statements for retirement plans; RPJ also describes institutional consulting services for plan sponsors and fiduciary education. Those ownership ties and institutional consulting work—combined with the higher-than-typical non‑discretionary AUM—distinguish RPJ from many multi‑team peers by aligning the firm closely with banking, trust and institutional plan relationships and oversight.
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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