Jackson, Grant is a fiduciary-only investment counsel boutique founded by Julie Jason, JD, LLM, with a mission to provide a holistic and personalized approach to portfolio management for discerning individuals. With over a quarter of a century of success, the firm focuses on serving clients who have experienced transitional events such as selling a business, receiving an inheritance, or planning for retirement.
Driven by a commitment to remove production goals and third-party revenue from the equation, Jackson, Grant offers a unique and client-centric investment philosophy that is guided by the specific needs and goals of each individual. Their expertise in personal portfolio management, coupled with Julie Jason's extensive experience in law and management on Wall Street, sets them apart as a trusted partner for those seeking a change and a more tailored approach to their investments.
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