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Meredith Leila Jason

Jackson, Grant Investment Advisers, Inc.

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About Meredith Leila Jason

Meredith Leila Jason is a Registered Investment Advisor representative associated with Jackson, Grant Investment Advisers, Inc. Meredith has been with Jackson, Grant Investment Advisers, Inc. since March 2010. Meredith has passed the Uniform Investment Adviser Law Examination (Series 65). Meredith works in Stamford, Connecticut.

Firm Information

Meredith 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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Meredith Jason’s Registration & Firm History

CT

03/21/2012 - Present

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

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Licenses & Designations

IA

Issued 03/20/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meredith Leila Jason.
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