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Kristen Evans Jackson

Grant Street Asset Management Inc.

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About Kristen Evans Jackson

Kristen Evans Jackson is an investment advisor representative at Grant Street Asset Management Inc. Kristen is registered with the state of Pennsylvania as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative. Kristen has been in the financial industry since 2005. Kristen is a Series 65 licensed professional and holds the Uniform Investment Adviser Law Examination license.

Firm Information

Kristen Jackson is currently registered with Grant Street Asset Management Inc.. Grant Street Asset Management Inc. is an investment advisor headquartered in Canonsburg, Pennsylvania. They offer a range of advisory services including financial planning, portfolio management for individuals and businesses. With a focus on serving high-net-worth individuals, the firm has approximately $578,666,263 in assets under management across 1,130 accounts. They also serve a variety of other client types, including charitable organizations, individuals other than high-net-worth, and pension and profit-sharing plans.
Grant Street Asset Management Inc.

380 SOUTHPOINTE BLVD

CANONSBURG, PA 15317

$578.67M

Assets Under Management

Not reported

Total Clients

8

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kristen Jackson’s Registration & Firm History

PA

06/20/2024 - Present

Grant Street Asset Management Inc. (CANONSBURG PA)

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Licenses & Designations

IA

Issued 02/10/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Evans Jackson.
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