Jackson, Grant Investment Advisers, Inc.
● SEC registered since 1999CRD 108156SEC# 801-56267Stamford, CT
Reg. AUM
$577.7M
Employees
8
Accounts
94
Location
Stamford, CT
Jackson, Grant Investment Advisers, Inc. assets under management
Jackson, Grant Investment Advisers, Inc. is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 1999. It reports $577.7 million in regulatory assets under management and employs 8 people.
Jackson, Grant Investment Advisers, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| J Julie Jason Control | President/Chief Compliance Officer | Over 75% | 1992 |
| Michael Tenreiro | Senior Vice President | Under 5% | 2021 |
| Robert T Carroll | Senior Vice President | Under 5% | 2023 |
Frequently asked questions
How much does Jackson, Grant Investment Advisers, Inc. manage?
Jackson, Grant Investment Advisers, Inc. reports $577.7 million in regulatory assets under management on its Form ADV.
How many employees does Jackson, Grant Investment Advisers, Inc. have?
Jackson, Grant Investment Advisers, Inc. reports 8 employees.
Where is Jackson, Grant Investment Advisers, Inc. located?
Jackson, Grant Investment Advisers, Inc. is based in Stamford, CT and has been SEC-registered since 1999.
Does Jackson, Grant Investment Advisers, Inc. disclose fund performance?
Jackson, Grant Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Two High Ridge Park, Stamford, CT 06905 |
| Phone | 203-322-1198 |
| Fax | 203-322-3741 |
| Office hours | 10 To 5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$577.7M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$577.7Mregulatory AUM
Discretionary $577.7M