SSB Wealth Management, Inc.
Vienna, VA Doing business as Rembert Pendleton Jackson Part of Sandy Spring Bancorp, Inc.
- UEI
- JQRNYN732R98
- CAGE
- 90M35
- Primary NAICS
- 523940 Portfolio Management and Investment Advice
- SAM.gov registration
- Active through
Company facts
- Self-certified in SAM.gov
- Entity structure
- Corporate Entity (Not Tax Exempt)
- Corporate family
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-
Parent
MCSDASWUWWU9
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Parent
MCSDASWUWWU9
- SAM.gov registration date
- Physical address
- 1945 Old Gallows Rd, Vienna, VA 22182, USA
- Website
- rpjadvisors.com
- Founded
- 1974
- Employees
- 11-50
- Estimated annual revenue
- $1M-$10M
- Industry
-
- Financials
- Diversified Financials
- Capital Markets
- Asset Management & Custody Banks
- SIC code
- 62 Security & Commodity Brokers
- Profiles
Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $1,875 |
| FY2025 | $2,813 |
| FY2024 | $4,688 |
| FY2023 | $3,750 |
Top agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Department of State | $1,875 |
Contract awards
Similar vendors
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|---|---|---|
| TKC Incorporated | Rockville, MD | 611430 Professional and Management Development Training |
| Kathleen Corey | Arlington, VA | 611710 Educational Support Services |
| Goodwin International LLC | Fairfax, VA | 611430 Professional and Management Development Training |
| The Middleburg Group, LLC | — | 611430 Professional and Management Development Training |
| Simon Everett LTD | Arlington, VA | 541611 Administrative Management and General Management Consulting Services |
About the company
SSB Wealth Management, Inc., doing business as Rembert Pendleton Jackson, is a self-certified small disadvantaged business and subsidiary of Sandy Spring Bancorp that operates as a prime contractor delivering financial management training to the Department of State's Foreign Service Institute. The vendor competes in the full-and-open market with no set-aside designations across its five federal awards to date.
SSB Wealth Management specializes in financial management training for Department of State personnel participating in rotational visa assignments (RV 101, RV 105, and RV 106 classifications). The vendor's capability work centers on conducting five-session financial management training blocks tailored to Foreign Service Institute participants. Recent awards include a $1,875 purchase order from the Department of State for training services performed in Arlington, Virginia with completion targeted by December 30, 2026; a $3,750 purchase order from the Foreign Service Institute for financial management training completed October 31, 2025; and a $3,750 purchase order from the Foreign Service Institute for five training sessions completed October 31, 2024.
Customer concentration is entirely consolidated: the Department of State Foreign Service Institute accounts for four awards and $16,000 in combined potential value, with the Department of State proper accounting for one award and $2,000 across the entire portfolio. The vendor's total federal footprint spans five prime awards (100% of recorded awards) totaling $18,000 in combined potential value, with all obligated dollars now drawn. One award ($1,875) reaches ultimate completion within the next twenty-four months. SSB Wealth Management operates without subcontractors and performs all training delivery directly. The vendor's federal work falls under Professional and Management Development Training (NAICS) and Education/Training Lectures (PSC), reflecting a narrow, specialized niche within the Foreign Service Institute's training ecosystem.
Quick answers
Is SSB Wealth Management, Inc. registered in SAM.gov?
Yes. SSB Wealth Management, Inc.'s SAM.gov registration is active through July 27, 2027.
What is SSB Wealth Management, Inc.'s CAGE code?
SSB Wealth Management, Inc.'s CAGE code is 90M35, and its Unique Entity ID (UEI) is JQRNYN732R98.
How much has SSB Wealth Management, Inc. received in federal contracts?
Federal contracts obligated $2,813 to SSB Wealth Management, Inc. in fiscal year 2025 and $13,125 in fiscal years 2023 through 2027.
What is SSB Wealth Management, Inc.'s most recent federal award?
SSB Wealth Management, Inc.'s most recent federal contract award is Training service (19FS1A26P0004), from Office of Acquisition Management, on February 15, 2026.
On GovTribe
See SSB Wealth Management, Inc.'s full federal record
- Federal contract awards
- Funding analysis by agency, NAICS and set-aside
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