Julie Jason has directed Jackson, Grant’s wealth management practice since founding the firm more than 20 years ago. A proponent of financial literacy, she shares her investment insights through her award-winning books and column, which is syndicated by King Features.
We serve a select high net worth clientele who want wealth management services tailored to their more complex needs removed from the sales culture of Wall Street. We are “fiduciaries” under the law, registered with the SEC as investment advisers, and function as “investment counsel.”
MarketMath is a free educational website for Millennials who want to secure their futures. It serves as a resource for those looking to achieve some financial independence and an understanding of how to prosper in good markets and bad. MarketMath is sponsored by Julie Jason, founder of Jackson, Grant Investment Advisers, Inc.