J JasonCRD Number: 1359210
Current Firm: Jackson, Grant Investment Advisers, Inc.
J Jason (CRD# 1359210) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 26 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Jackson, Grant Investment Advisers Inc.||Stamford, CT||Feb 1992 - Current||24|
|Jackson, Grant & Company||Stamford, CT||Feb 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1990|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management212MILLIONS
Total Number of Accounts83ACCOUNTS
Average Account Value$2,557,598
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
CT, FL, IL, MA, NJ, NY, VA