Jackson, Grant Investment Advisers, Inc.

Jackson, Grant Investment Advisers, Inc. (CRD# 108156) is a financial advisory firm headquartered in Stamford, CT. They manage $212,280,618 in 83 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $2,557,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, IL, MA, NJ, NY, VA

Financial Advisors at Jackson, Grant Investment Advisers, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
J J. Jason
CRD#: 1359210
Two High Ridge Park, Stamford, CT 06905
93
Wealthminder
score

J Jason (CRD# 1359210) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 27 years of experience in the finance industry.

2
Michael Tenreiro
CRD#: 2576701
Two High Ridge Park, Stamford, CT 06905
93
Wealthminder
score

Michael Tenreiro (CRD# 2576701) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 13 years of experience in the finance industry.

3
Daniel H. Van Rooyen
CRD#: 6031474
Two High Ridge Park, Stamford, CT 06905
93
Wealthminder
score

Daniel Van Rooyen (CRD# 6031474) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 7 years of experience in the finance industry.

4
Meredith L. Jason
CRD#: 5994326
Two High Ridge Park, Stamford, CT 06905
90
Wealthminder
score

Meredith Jason (CRD# 5994326) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 5 years of experience in the finance industry.

5
Robert T. Carroll
CRD#: 6294302
Two High Ridge Park, Stamford, CT 06905
89
Wealthminder
score

Robert Carroll (CRD# 6294302) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 3 years of experience in the finance industry.

6
Summi Verma
CRD#: 6200124
Two High Ridge Park, Stamford, CT 06905
89
Wealthminder
score

Summi Verma (CRD# 6200124) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.