Jackson, Grant Investment Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select high‑net‑worth clientele, including trustees and families focused on retirement income and legacy planning. The SEC‑registered investment counsel manages roughly $577 million for 94 client families and coordinates with clients’ attorneys and accountants while serving in a fiduciary capacity.
Portfolios are tailored to individual objectives and risk tolerances and are implemented with discretion using equities, intermediate government and corporate bonds, pooled vehicles, ETFs and mutual funds; the firm generally emphasizes growth for accumulation and may hold cash for liquidity or defensive purposes. Investment decisions draw on fundamental and technical analysis and third‑party research, and the firm generally avoids frequent trading, margin, short sales and direct option writing, while reserving the right to use leveraged or inverse ETFs in limited cases for hedging or enhancement.
Compared with many peers, Jackson, Grant maintains relatively high new‑client minimums ($5 million and $25 million for more complex situations) and a small client base, producing a high assets‑per‑client profile consistent with a boutique fiduciary model. The firm also discloses that it does not accept commissions, performance‑based fees, third‑party referral compensation, or custody client assets and prefers lower‑cost institutional fund share classes—practices intended to limit common conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$5 million - $10 million: 0.85% $10 million - $15 million: 0.68% $15 million - $20 million: 0.62% $20 million - $25 million: 0.59% $25 million - $30 million: 0.57% $30 million+: 0.56%
Account minimum: $5 million (exceptions made on case-by-case basis)
Main office
Two High Ridge Park
Stamford CT 06905
Advisors at this office
4
Most active in
California · Colorado · Connecticut · Florida · Idaho · Illinois · Massachusetts · Minnesota · New Jersey · New York · North Carolina · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert C
Series 65
Stamford, CT
Jackson, Grant Investment Advisers, Inc.
Robert Carroll is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding a Series 65 designation with 11 years of industry experience. He has been with Jackson, Grant since 2013 and also operates a drum lesson business, Southern CT Drum Lessons, which he founded in 2003 and continues to manage outside of his advisory role. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances with an emphasis on growth and a fiduciary approach.
Ryan F
Series 65
Stamford, CT
Jackson, Grant Investment Advisers, Inc.
Ryan Flynn is a financial advisor with Jackson, Grant Investment Advisers, Inc. He holds the Series 65 designation and has seven years of industry experience. His prior work includes roles at both Jackson, Grant Investment Advisers and St Lawrence. Jackson, Grant Investment Advisers provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families and emphasizes tailored portfolios implemented with discretion, using a blend of equities, bonds, pooled vehicles, ETFs, and mutual funds.
Michael T
Series 63, Series 65
Stamford, CT
Jackson, Grant Investment Advisers, Inc.
Michael Tenreiro is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Jackson, Grant since 2012. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances through a fiduciary approach that emphasizes growth and prudent risk management.
Julie J
Series 63, Series 65
Stamford, CT
Jackson, Grant Investment Advisers, Inc.
Julie Jason is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 designations with 32 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and has worked at Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances through a combination of equities, bonds, pooled vehicles, ETFs, and mutual funds, while generally emphasizing growth and avoiding frequent trading and performance-based fees.
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