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JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD 108156 · SEC 801-56267
TWO HIGH RIDGE PARK, STAMFORD, CT, 06905, United States
Phone
203-322-1198
Fax
203-322-3741
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$577.7M
Discretionary AUM
$577.7M
Team
8 total employees; 4 advisory reps; 94 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $6.0M |
| High net worth individuals | 86 | $571.7M |
States served
CA, CO, ID, IL, MA, MN, NJ, NY, NC, VA, WA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD