About Julie and How She May Be Able to Help You
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Julie Jason is a personal money manager who began her career as a securities lawyer on Wall Street thirty years ago. She is president of Jackson, Grant Investment Advisers, Inc., of Stamford, CT, an SEC-registered investment adviser. She is also a FINRA arbitrator (Chairperson's Roster). FINRA, the Financial Industry Regulatory Authority (previously the NASD), is the largest independent regulator for all securities firms doing business in the US.
A proponent of financial literacy and investor protection, Julie writes and lectures on investment topics.
Her weekly column, which is in its eleventh year of publication, has been recognized by the IRS for “accurate, timely, informative and helpful tax information,” and for "Excellence in Journalism" by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club.
Her investment books focus on helping readers improve their financial decision-making. Her fifth book, The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad, won the 2010 International Book Award for Personal Finance.
The New York Society of CPAs honored Ms. Jason with the 2010 "Excellence in Financial Journalism Award" for her November 2009 AAII article, "How to Create Your Own Pension: A Closer Look at Immediate Annuities," which was based on two chapters of the AARP book (Category: magazine articles over 1,500 words).
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Learn about Julie's Practice
Julie accepts only those clients whose situations she feels she can improve. See if you fit her client profile at her firm, Jackson, Grant of Stamford, CT. (Click on "Are We Right for You?")
Inquire About Becoming a Client
Call 203-322-1198. Ask Patty DeBias to schedule an exploratory telephone conference.
Ask Julie a Question
Julie encourages readers to contact her to pose questions that can be addressed in her column.
Meet Julie
You can attend one of Julie's upcoming events or webinars, or invite Julie to speak at your event.
Arrange a Presentation for Your Group, Association, or Company
Tell us about your event.
Arrange an Interview
Contact Julie if you are a member of the media writing a story on retirement income, financial advisers, sales practices, or financial literacy.
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