Daniel E Jackson

$2.73B regulatory AUM 8 advisory clients

Reported services (Item 5G)

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

1945 Old Gallows Road Suite 750, Vienna, VA 22182 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2020-03-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Nylife Securities Llc	Vienna	VA	12/2014	01/2017
New York Life Ins. Co	Vienna	VA	07/2014	01/2017
Rembert Pendleton Jackson	Falls Church	VA	01/2017	01/2020
Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson	Falls Church	VA	02/2020	11/2022
Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson	Falls Church	VA	11/2022	Present

12/2014 → 01/2017

Nylife Securities Llc

Vienna, VA
07/2014 → 01/2017

New York Life Ins. Co

Vienna, VA
01/2017 → 01/2020

Rembert Pendleton Jackson

Falls Church, VA
02/2020 → 11/2022

Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson

Falls Church, VA
11/2022 → Present

Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson

Falls Church, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-02
S63	Uniform Securities Agent State Law Examination	2015-02-23

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