Jackson, Grant Investment Advisers, Inc. is a large advisory firm based in Stamford. It manages $307.24 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and 4 other states.
Jackson, Grant Investment Advisers provides portfolio management for individuals and small businesses and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jackson, Grant Investment Advisers, Inc. is $307.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 804% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jackson, Grant Investment Advisers, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of J Julie Jason is high net worth individuals with 87 clients and $300.03 million of assets under management. Among the 9 most similar advisory firms, Jackson, Grant Investment Advisers has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $307.24 million for 103 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jackson, Grant Investment Advisers doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
J Julie Jason has been acting as President since 1 Feb 1992. Michael Tenreiro joined the executive team most recently as the Vice President.
The principal office where Jackson, Grant Investment Advisers, Inc. performs its advisory services is located at Two High Ridge Park, Stamford, CT 06905, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-322-1198 or by fax 203-322-3741. The normal business hours are 10 to 5 on Monday - Friday. You can find more information about the New York firm at jacksongrant.us.