CRD: 108156
Jackson, Grant Investment Advisers, Inc.
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-1993
- Office Locations
- 1
Office Locations
About Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers is a Stamford, CT fiduciary investment-counsel boutique founded by Julie Jason (JD, LLM) focused on personal portfolio management for discerning individuals and families, often around retirement, business-sale, inheritance, or similar transition events. Portfolios are built primarily with ETFs and public funds. Independent model with no production goals or third-party revenue; custodies with Pershing.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Julie J. JASON
Chief Compliance Officer, Founder, President
- CRD
- #1359210
- Ownership
- 75% or more
ROBERT T CARROLL
Certified Financial Planner, SENIOR VICE PRESIDENT
- CRD
- #6294302
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ryan V Flynn
Associate
- CRD
- #7041356
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $577,684,024 | $6,145,575 |
| Non-Discretionary | $0 | -- |
| Total | $577,684,024 | $6,145,575 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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