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John Kenneth Wolff

Rembert Pendleton Jackson

Vienna, VA

CRD 6797809

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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:

Current Employers
Rembert Pendleton Jackson

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-03-30
  • VA RA
    APPROVED
    Since 2020-03-30

Branch Locations

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rembert Pendleton Jackson Leesburg VA 05/2017 01/2020
North End Financial Virginia Beach VA 10/2014 05/2017
Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson Falls Church VA 02/2020 Present
Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson Falls Church VA 11/2021 Present
  • 05/2017 → 01/2020
    Leesburg, VA
  • 10/2014 → 05/2017
    North End Financial
    Virginia Beach, VA
  • 02/2020 → Present
    Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson
    Falls Church, VA
  • 11/2021 → Present
    Ssb Wealth Management, Inc. D/B/A Rembert Pendleton Jackson
    Falls Church, VA
Previous Registrations
  • 2017-05-15 → 2020-03-30
    Rembert Pendleton Jackson
    Falls Church, VA
Other Businesses

MR Rupert LLC is not an investment-related business. The address for the business is 4445 Corporation Ln, Suite 264, Virginia beach, VA 23462. The nature of the business is small stickers and used clothing resale. John Wolff serves as Managing Member. MR Rupert LLC was incorporated on 3/1/22. John devotes approximately 30-35 hours a month to this business. He does not devote any hours to MR Rupert LLC during securities trading hours. John Wolff's responsible for purchasing and selling stickers and used clothing for resale online.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-08
  • S65 Uniform Investment Adviser Law Examination
    2016-10-08
Designations
  • Certified Financial Planner
Other Names
  • John Wolff

View on SEC IAPD

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