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
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
1
1
1
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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Revenue
Number of Employees
Type
Funding
Founded In
Jackson, Grant
<$5M
1-10
Private
<$5M
1992
MT
Michael TenreiroSenior Vice President and Portfolio Manager and Senior Investment Analyst
Company Profile Activity
Activity Insights
Jackson, Grant is experiencing very low activity levels compared to other companies in the Finance sector.
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Jackson, Grant is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jackson, Grant.
Jackson, Grant financials insights
Gather financial insights about Jackson, Grant, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Jackson, Grant Tech Stack
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Most Recent Scoops
Open Position
Funding
Jackson, Grant has received an SBA PPP loan for $150,000-350,000 from Wells Fargo Bank.
Funding
Jackson Grant has received an SBA PPP loan for $150,000-350,000 from Wells Fargo Bank, National Association.
Funding
Jackson, Grant News & Media
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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
