Ask Julie

Julie Jason encourages questions and comments that can be addressed in her columns.  She often speaks with readers whose situations can help illustrate important financial lessons for others.  To submit a question for consideration, please fill out the form below.   

A proponent of investor protection and financial literacy, Julie is an award-winning columnist and author who shares insights gained from a lifelong career in money management and law. 

She leads a fiduciary boutique that manages wealth for select families. In her role as a financial columnist, she address a broader audience encompassing any and all financial means. The column, and interacting with her readers, fulfills a personal passion: to promote and inspire the pursuit of financial literacy education — armed with a blend of optimism (everyone can do something to improve their financial situations) and a dose of healthy skepticism (don't invest unless you understand what can go wrong).It's that simple.