Jackson, Grant
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
2 High Ridge Park Fl 3, Stamford, Connec...Phone Number
(203) 322-1198Website
www.jacksongrant.usRevenue
<$5 MillionIndustry
About Jackson, Grant
Jackson, Grant is a fiduciary investment counsel boutique that specializes in personal portfolio management for discerning individuals. Founded by Julie Jason, the firm focuses on providing holistic services tailored to clients experiencing transitional life events, such as selling a business or receiving an inheritance. With over 25 years of experience, Jackson, Grant aims to serve families by prioritizing their unique investment needs without the influence of production goals or third-party revenue. The firm is dedicated to building long-term relationships with clients and ensuring their financial futures are secure.Explore more
Jackson, Grant Org Chart
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Jackson, Grant is a fiduciary investment counsel boutique that specializes in personal portfolio management for discerning individuals. Founded by Julie Jason, the firm focuses on providing holistic services tailored to clients experiencing transitional life events, such as selling a business or receiving an inheritance. With over 25 years of exper... Read More
