Jackson Grant Investment Advisers Inc
Legal Name: JACKSON, GRANT INVESTMENT ADVISERS, INC.
Full Contact Details
Jackson Grant Investment Advisers Inc
TWO HIGH RIDGE PARK, STAMFORD, CT
203-322-1198
203-322-3741
Other Info
Jackson Grant Investment Advisers Inc, also known as JACKSON, GRANT INVESTMENT ADVISERS, INC., is a DE corporation with 8 employees, 4 of whom serve in advisory roles. While the number of clients the firm serves is unknown, its last reported SEC status is listed as Approved with a registration date of Feb 12, 1999.
Jackson, Grant
When I founded Jackson, Grant after a decade in law and management on Wall Street, my goal was to create a fiduciary investment counsel boutique providing personal portfolio management services -- not for everyone, but for discerning individuals who wanted more than large Wall Street firms could off…
Direct Owners
-
J JULIE JASON
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more
-
MICHAEL TENREIRO
VICE PRESIDENT owns less than 5%
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ROBERT T CARROLL
VICE PRESIDENT owns less than 5%
Firms Located Nearby
Top Holdings
- INVESCO EXCHANGETRAD $14,799k
- ISHARES $6,909k
- ISHARES U S ETF TR $6,781k
- INVESCO EXCHNG TRADED FD TR $6,068k
- ISHARES TR CORE US AGGBD ET $5,257k
- ISHARES TR $4,651k
- ISHARES TR CORE S&P500 ETF $3,025k
- ABBVIE INC $2,491k
- JOHNSON & JOHNSON $2,204k
- ISHARES TR RUS 2000 GRW ETF $1,630k