Meredith JasonCRD Number: 5994326
Current Firm: Jackson, Grant Investment Advisers, Inc.
Meredith Jason (CRD# 5994326) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 4 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||Mar 2010 - Current||6|
|Self||New York, NY||Jun 2009 - Mar 2010||< 1|
|Fordham U. Law School||New York, NY||Sep 2005 - May 2009||3|
|Bodnar & Milone||White Plains, NY||Jun 2008 - Aug 2008||< 1|
|Rich & Intelisano, LLP||New York, NY||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
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