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JJ

Julie J. Jason

JACKSON, GRANT INVESTMENT ADVISERS
STAMFORD, CT 06905
Some features on this profile are disabled
CRD#: 1359210
JJ

Professional summary

Julie J. Jason, who also goes by J Julie Jason, Julie Jason, is a registered financial advisor currently at JACKSON, GRANT INVESTMENT ADVISERS, INC. located in Stamford, Connecticut.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Julie has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

J Julie Jason | Julie Jason

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie J. Jason's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 30, 1993 - Present

JACKSON, GRANT INVESTMENT ADVISERS, INC.

Office #1: Two High Ridge Park, Stamford, CT 06905
RIA
CRD#: 108156
STAMFORD, CT
Past

August 8, 1990 - September 9, 2010

JACKSON, GRANT & COMPANY

BD
CRD#: 26166
STAMFORD, CT
Past

March 23, 1990 - April 6, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

March 23, 1990 - April 6, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JG
JACKSON, GRANT INVESTMENT ADVISERS, INC.
JACKSON, GRANT INVESTMENT ADVISERS, INC.

CRD#: 108156 / SEC#: 801-56267

RIA
Registered Investment Advisory firm - (2/12/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(9/30/1993)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/15/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/1990
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/15/1994
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/17/1990
Investment Company Products/Variable Contracts Principal Examination

Current Firm

JG
JACKSON, GRANT INVESTMENT ADVISERS, INC.
JACKSON, GRANT INVESTMENT ADVISERS, INC.

CRD#: 108156 / SEC#: 801-56267

RIA
Registered Investment Advisory firm - (2/12/1999 Approved)
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Contact information

Main Address
Two High Ridge Park, Stamford, CT 06905
Mailing Address
Phone number
(203) 322-1198
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROCHURE 2025 (1/3/2025)

Regulatory assets under management

Total Number of Accounts94
AUM (Assets Under Management)$ 498,973,420

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JACKSON, GRANT INVESTMENT ADVISERS, INC.

CRD#: 108156Stamford, CT 06905

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