Jackson, Grant Investment Advisers, Inc.

Jackson, Grant Investment Advisers, Inc. (CRD# 108156) is a financial advisory firm headquartered in Stamford, CT. They manage $462,109,722 in 94 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $4,916,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, ID, IL, MA, MN, NJ, NY, VA

Financial Advisors at Jackson, Grant Investment Advisers, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Sarah J. Beyrich
CRD#: 4380389
Two High Ridge Park, Stamford, CT 06905

Sarah Beyrich (CRD# 4380389) 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.

2
Robert T. Carroll
CRD#: 6294302
Two High Ridge Park, Stamford, CT 06905

Robert Carroll (CRD# 6294302) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 9 years of experience in the finance industry.

3
Julie J. Jason
CRD#: 1359210
Two High Ridge Park, Stamford, CT 06905

Julie Jason (CRD# 1359210) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 34 years of experience in the finance industry.

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

Meredith Jason (CRD# 5994326) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 12 years of experience in the finance industry.

5
Michael Tenreiro
CRD#: 2576701
Two High Ridge Park, Stamford, CT 06905

Michael Tenreiro (CRD# 2576701) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 19 years of experience in the finance industry.

6
Ryan V. Flynn
CRD#: 7041356
Two High Ridge Park, Stamford, CT 06905

Ryan Flynn (CRD# 7041356) 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.

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