Jackson, Grant Investment Advisers, Inc, based in Stamford, CT, is a fiduciary-only investment counsel boutique founded by Julie Jason, JD, LLM. With a focus on personal portfolio management for discerning individuals, the firm prides itself on removing production goals and third-party revenue from the equation to provide holistic services tailored to client needs.
With over a quarter of a century of success in navigating both prosperous and challenging markets, Jackson, Grant caters to clients experiencing life transitional events such as selling a business, receiving an inheritance, or planning for retirement. Julie Jason's latest book, "The Discerning Investor," offers insights for skeptics with substantial assets seeking expert guidance in investment decisions.
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