Elizabeth Frances Drew Verdi

Employer firm

Rembert Pendleton Jackson CRD 306510

$2.73B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 01/2020
  Rembert Pendleton Jackson
  Leesburg, VA
• 02/2020 → Present
  Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson
  Falls Church, VA

Previous Registrations

• 2011-11-11 → 2020-03-30
  Rembert Pendleton Jackson
  Falls Church, VA
• 2006-02-15 → 2011-05-09
  Girard Securities, Inc.
  Bethesda, MD
• 2003-09-11 → 2005-01-31
  Ameriprise Financial Services, Llc
  Vienna, VA

Exams

• S66 Uniform Combined State Law Examination
  2003-09-10

Designations

• Certified Financial Planner

Other Names

• Elizabeth Frances Drew
• Elizabeth Drew Verdi