Jackson, Grant Investment Advisers, Inc.

Jackson, Grant Investment Advisers, Inc. (CRD# 108156) is a financial advisory firm headquartered in Stamford, CT. They manage $250,567,332 in 96 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $2,610,076
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 - 8 of 8 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 28 years of experience in the finance industry.

2
Meredith L. Jason
CRD#: 5994326
Two High Ridge Park, Stamford, CT 06905
93
Wealthminder
score

Meredith Jason (CRD# 5994326) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 6 years of experience in the finance industry.

3
Alison W. Moffatt
CRD#: 2784090
Two High Ridge Park, Stamford, CT 06905
93
Wealthminder
score

Alison Moffatt (CRD# 2784090) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 20 years of experience in the finance industry.

4
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.

5
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.

6
Robert T. Carroll
CRD#: 6294302
Two High Ridge Park, Stamford, CT 06905
90
Wealthminder
score

Robert Carroll (CRD# 6294302) 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.

7
Summi Verma
CRD#: 6200124
Two High Ridge Park, Stamford, CT 06905
90
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.

8
Peter M. Dewitt
CRD#: 6771120
Two High Ridge Park, Stamford, CT 06905
87
Wealthminder
score

Peter Dewitt (CRD# 6771120) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has 1 year of experience in the finance industry.

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