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Julie J. Jason

Jackson, Grant Investment Advisers, Inc.

Stamford, CT

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Current Employers
Jackson, Grant Investment Advisers, Inc.

Two High Ridge Park, Stamford, CT 06905 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 1993-09-30
  • CT RA
    APPROVED
    Since 1993-09-30

Branch Locations

Two High Ridge Park, Stamford, CT 06905 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson, Grant & Company Stamford CT 02/1989 Present
Jackson, Grant Investment Advisers Inc Stamford CT 02/1992 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1990-03-15
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1990-03-15
Other Names
  • Julie Jason
  • Julie Jason
  • Julie Jason
  • J Julie Jason

View on SEC IAPD

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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
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