We serve a select high net worth clientele (minimum $5 million) who prefer the special relationship that only a boutique wealth management firm like Jackson, Grant can best deliver. We are “fiduciaries” under the law, registered with the SEC as investment advisers, and function as “investment counsel.”
Julie Jason has directed Jackson, Grant’s wealth management practice since founding the firm more than 20 years ago. A proponent of financial literacy, she shares her investment insights through her award-winning books and column, which is syndicated by King Features.
MarketMath is a free educational website for Millennials who want to secure their futures. It serves as a resource for those looking to achieve some financial independence and an understanding of how to prosper in good markets and bad. MarketMath is sponsored by Julie Jason, founder of Jackson, Grant Investment Advisers, Inc.
We are fiduciaries serving a select high net worth clientele ($5+ million) who prefer the special relationship that only a boutique wealth management firm like Jackson, Grant can best deliver. In contrast to most financial advisors, we are investment counsel under the law, whose primary function is custom-tailored portfolios.