A complete list of active advisors currently associated with Jackson, Grant Investment Advisers, Inc.

Warmer can help you find a great advisor at Jackson, Grant Investment Advisers, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jackson, Grant Investment Advisers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.