JACKSON, GRANT INVESTMENT ADVISERS, INC.

Overview

Jackson, Grant Investment Advisers, Inc. is an independent, SEC-registered investment adviser formed in 1999 and owned by an individual proprietor. The firm serves primarily individual and family clients, providing fee arrangements that combine a percentage of assets under management with the option for hourly billing. Its core advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not self-identify as an ESG investor, is not organized as a multi-state adviser, and does not act as a capital allocator or pension consultant. Jackson, Grant’s stated asset preference is equities, with a notable tilt to exchange-traded instruments. Custody relationships and its reported holdings suggest a model focused on discretionary portfolio management rather than bespoke private markets sourcing.

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Public Holdings

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Location & Offices