Founder, Jackson, Grant Investment Advisers, Inc.
Julie Jason has directed Jackson, Grant’s personal portfolio management practice since the firm’s inception 25+ years ago. She began working in portfolio management in 1983 when she was responsible for managed futures funds for a major broker-dealer.
Ms. Jason started her Wall Street career as a securities lawyer. Her law experience is essential in helping her coordinate with clients' attorneys and accountants with the goal of integrating the clients' estate and tax plans with their investment and financial strategies. Her alternative dispute resolution experience as a mediator and arbitrator for FINRA gives her skills to help families dealing with sensitive planning issues. FINRA, the Financial Industry Regulatory Authority, is the largest non-governmental regulator for all securities firms doing business in the US.
Her books and columns, which have received recognition for excellence in financial journalism, promote financial literacy and investor protection.
Ms. Jason's volunteer activities include three years of service representing the state of Connecticut before the Taxpayer Advocacy Panel. TAP is a federal advisory committee whose mission is to help the IRS identify ways to improve customer service and responsiveness to taxpayer needs. In recognition for her service, she received President Obama's "Call to Service" Award.
Ms. Jason is featured in:
Michael Tenreiro (MBA, Series 65), has 25+ years of experience as a portfolio manager and securities analyst. He has been with Jackson, Grant since 2012 as our Co-Portfolio Manager. Michael works with Julie Jason, our Chief Investment Officer, to lead the portfolio management team in structuring, monitoring and managing customized portfolios for our clients.
Bob Carroll, Chartered Financial Analyst® (MBA, Series 65) is our Associate Portfolio Manager and Operations Manager. His operations team handles all client service inquiries, trading and cash movement, internal and external reporting and technology needs at the firm. Bob has been with Jackson, Grant since 2013.
Sarah Beyrich, Chartered Financial Analyst® (MBA, Series 65), is our Associate Portfolio Manager. She has 20+ years of experience as a securities analyst and portfolio manager. Sarah joined Jackson, Grant in 2017.