When You Realize You Need to Prioritize ...

When you realize that you -- and only you -- are responsible for creating a secure retirement for yourself, that’s the time to confirm your understanding of key investment principles.          

At that “AHA” moment, getting educated becomes a priority. 

The earlier in life this educational journey begins, the better -- for one very good reason:  time builds wealth.    

The trigger to learn might be graduating from college and embarking on a new career, starting a new job with a company that offers a 401(k) plan --- or on the other end of the time spectrum, getting ready to retire. 

Jackson, Grant’s founder, Julie Jason, is a proponent of financial literacy, who for 25+ years has created a following as a retirement investing thought-leader.

We at Jackson, Grant support and promote:

     1. Financial literacy education for people of all ages and financial circumstances  
     2. Educational initiatives, such as The 401(k) Champion Award, to recognize 401(k) participants who utilize their 401(k)s effectively

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Julie Jason

Julie Jason has directed Jackson, Grant’s wealth management practice since founding the firm more than 25 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.

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Jackson, Grant

We serve a select high net worth clientele (minimum $5 million) who prefer the special relationship that only a boutique wealth management firm like Jackson, Grant can best deliver.  We are “fiduciaries” under the law, registered with the SEC as investment advisers, and function as “investment counsel.”