Welcome

A Message From Our Founder, Julie Jason

"We at Jackson, Grant believe that families want   

solid and sustainable long-term investment results 

delivered in an atmosphere of 

undivided loyalty, care and respect."

We are pleased to share a pleasant surprise. Our firm has been selected for “Worth’s Best RIA Firms” list of “Leading Advisors.”  To be chosen, Worth together with Institutional Shareholder Services (ISS),  screens the SEC filings of thousands of RIAs, using “a rigorous selection process” to capture firms that meet these criteria:

• “AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
• Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
• Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
• Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.”
  

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