Julie Jason
Jackson, Grant · Stamford, Connecticut
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.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Jackson, Grant |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $577.7M across 94 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1359210 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.jacksongrant.us |
| Profile |
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Questions about Julie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Jackson, Grant website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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