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Jackson, Grant Investment Advisers, Inc. CRD 108156
$578M regulatory AUM 94 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two High Ridge Park, Stamford, CT 06905 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
| NJ | RA | APPROVED | 2025-12-09 |
| MA | RA | APPROVED | 2013-10-22 |
| CT | RA | APPROVED | 2013-10-15 |
| IL | RA | APPROVED | 2013-10-15 |
| VA | RA | APPROVED | 2013-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | Stamford | CT | 04/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-11 |
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