A Message From Our Founder

"When I founded Jackson, Grant after a decade in law and management on Wall Street, my goal was to create a fiduciary 'investment counsel' boutique -- not for everyone, but for discerning individuals who wanted more than large Wall Street firms could offer  -- the type of firm that I would want to manage my family's portfolios.      

We are now celebrating a quarter of a century of success through good markets and bad.  We invite you to learn about how our investment counsel services can help you and your family now -- and for future generations."  

  Julie Jason, JD, LLM