# Julie Jason

> Julie Jason is a fee-only financial advisor at Jackson, Grant in Stamford, Connecticut. Julie focuses on retirement planning, estate & legacy planning and tax planning. Jackson, Grant reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-jason/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jackson, Grant
- **Based in:** Stamford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $577.7M across 94 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **Works with:** Ultra high net worth
- **CRD:** 1359210 (https://adviserinfo.sec.gov/individual/summary/1359210)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1990), Series 65 (1999)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.jacksongrant.us

## Frequently asked questions

### Is Julie Jason a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Jackson, Grant reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julie charge for financial advice?

Julie's firm, Jackson, Grant, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Julie Jason based?

Julie Jason is based in Stamford, Connecticut.

### What does Julie specialize in?

Julie's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Julie works with ultra high net worth.

### Is Julie Jason registered with the SEC?

Yes. Julie Jason is registered as an investment adviser representative in CT (CRD 1359210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jackson, Grant manage?

Jackson, Grant reports $577.7M across 94 accounts in assets under management.

### How do I contact Julie Jason?

Through Julie's website, www.jacksongrant.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1359210): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jacksongrant.us/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.