Brett William Roper

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

• 06/2004 → 01/2020
  Rembert Pendleton Jackson
  Falls Church, VA
• 02/2020 → Present
  Ssb Wealth Management, Inc. D/B/A/ Rembert Pendleton Jackson
  Falls Church, VA

Previous Registrations

• 2005-04-26 → 2020-03-30
  Rembert Pendleton Jackson
  Falls Church, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-22

Designations

• Certified Financial Planner