Jackson, Grant Investment Advisers
Investment Management • 
Stamford, Connecticut, United States • 1-10 Employees
Company overview
| Headquarters | Two High Ridge Park, 3rd Floor, Stamford, CT 06905, US |
| Phone number | +12033221198 |
| Websites | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1992 |
| Employees | 1-10 |
| Socials |
Key Contact at Jackson, Grant Investment Advisers
Chris Richcreek
Content Director
Jackson, Grant Investment Advisers Email Formats
Jackson, Grant Investment Advisers uses 2 email formats. The most common is {first initial} (e.g., j@jacksongrant.us), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@jacksongrant.us | 50% |
{first name} | john@jacksongrant.us | 50% |
About Jackson, Grant Investment Advisers
Jackson, Grant Investment Advisers, Inc. serves high net worth individuals ($5 million+) who have more complex wealth management needs than the everyday investor. A special focus of the firm is managing retirement portfolios, the subject of founder, Julie Jason's, books and columns. Jackson, Grant functions as "Investment Counsel" under the Investment Advisers Act, is registered as an investment adviser, and is regulated by the US Securities and Exchange Commission (SEC). The primary activity of Investment Counsel is personalized portfolio management. Please visit our website (www.jacksongrantus.com) for more information or request a copy of the firm's "Brochure," which is the SEC-mandated regulatory disclosure document also called "Form ADV Part 2A." Our telephone is 203-322-1198.
Jackson, Grant Investment Advisers revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Jackson, Grant Investment Advisers has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Jackson, Grant Investment Advisers has never raised funding before.
Jackson, Grant Investment Advisers Tech Stack
Discover the technologies and tools that power Jackson, Grant Investment Advisers's digital infrastructure, from frameworks to analytics platforms.
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Netherlands
Australia
United Kingdom
Spain
Frequently asked questions
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