David
Tebor
Rembert Pendleton Jackson
Answer a few questions and
get matched with an advisor.
About this Advisor
David Tebor is a certified financial planner operating in Falls Church, Virginia with a total of 3 years of relevant experience. Tebor works at Rembert Pendleton Jackson. Over the course of their career, Tebor has held roles at Rembert Pendleton Jackson, Virginia Tech University, Bingham Osborn & Scarborough, Secondary Education and Ssb Wealth Management, Inc D/B/A Rembert Pendleton Jackson. Tebor maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in Virginia. Rembert Pendleton Jackson is a company based in Falls Church, VA. The company has a total of 15 advisors. It has $2 billion in assets under management across its 4,047 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 4,047 accounts, 44% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services are based on the type of financial services offered. Fee types billed by Rembert Pendleton Jackson most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Rembert Pendleton Jackson Brokerage Details
$1,721,486,458
15
4,047
$425,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Tebor Work History
David has been registered as a financial advisor for 3 years.*
Ssb Wealth Management, Inc D/B/A Rembert Pendleton Jackson
Ssb Wealth Management, Inc D/B/A Rembert Pendleton Jackson
Rembert Pendleton Jackson
Bingham Osborn & Scarborough
Virginia Tech University
Secondary Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Tebor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rembert Pendleton Jackson
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
Falls Church, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.