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Jackson, Grant Investment Advisers, Inc.

● SEC registered since 1999CRD 108156SEC# 801-56267Stamford, CT
Export (members)
Reg. AUM
$499M
Employees
11
Accounts
94
Location
Stamford, CT

Jackson, Grant Investment Advisers, Inc. assets under management

Jackson, Grant Investment Advisers, Inc. is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 1999. It reports $499 million in regulatory assets under management and employs 11 people.
www.jacksongrant.usView on SEC.gov ↗

Jackson, Grant Investment Advisers, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Daniel Henry Van RooyenSenior Vice PresidentUnder 5%2024
J Julie Jason ControlPresident/Chief Compliance OfficerOver 75%1992
Michael TenreiroSenior Vice PresidentUnder 5%2021
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Frequently asked questions

How much does Jackson, Grant Investment Advisers, Inc. manage?

Jackson, Grant Investment Advisers, Inc. reports $499 million in regulatory assets under management on its Form ADV.

How many employees does Jackson, Grant Investment Advisers, Inc. have?

Jackson, Grant Investment Advisers, Inc. reports 11 employees.

Where is Jackson, Grant Investment Advisers, Inc. located?

Jackson, Grant Investment Advisers, Inc. is based in Stamford, CT and has been SEC-registered since 1999.

Does Jackson, Grant Investment Advisers, Inc. disclose fund performance?

Jackson, Grant Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo High Ridge Park, Stamford, CT 06905
Phone203-322-1198
Fax203-322-3741
Office hours10 To 5
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$499M
Non-discretionary$0
Total (RAUM)$499M