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Julie J. Jason

Jackson, Grant Investment Advisers, Inc.

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About Julie J. Jason

Julie Jason is an investment advisor representative at Jackson, Grant Investment Advisers, Inc. Julie has been in the industry since 1989 and holds several licenses and registrations. Julie has a strong background in investment management, and specializes in financial planning, portfolio management, and consulting. Julie is committed to providing her clients with the highest level of personalized service.

Firm Information

Julie Jason is currently registered with Jackson, Grant Investment Advisers, Inc.. Jackson, Grant Investment Advisers, Inc. is an investment advisor based in Stamford, CT. The firm manages approximately $498,973,420 in discretionary assets for 94 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services.
Jackson, Grant Investment Advisers, Inc.

TWO HIGH RIDGE PARK

STAMFORD, CT 06905

$498.97M

Assets Under Management

94

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Jason’s Registration & Firm History

CT

09/30/1993 - Present

Jackson, Grant Investment Advisers, Inc. (STAMFORD CT)

CT

08/08/1990 - 09/09/2010

JACKSON, GRANT & COMPANY (STAMFORD CT)

NJ

03/23/1990 - 04/06/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/23/1990 - 04/06/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/1994

Series 24 - General Securities Principal Examination

BC

Issued 05/17/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/10/1993

Series 7 - General Securities Representative Examination

BC

Issued 03/22/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie J. Jason.
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