Julie Jason has directed Jackson, Grant’s investment counsel practice since the firm’s inception 30+ years ago. She began working in portfolio management on Wall Street 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.
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.
Her books and columns, which have received recognition for excellence in financial journalism, promote financial literacy and investor protection.
Ms. Jason is featured in:
- Who's Who in the World
- Who’s Who in America
- Who's Who in the East
- Who’s Who in American Law
- Who’s Who of Emerging Leaders in America
- Who’s Who of American Women
- Who’s Who in Finance and Business
- Important Information About Awards: Awards earned by the Firm's founder, Julie Jason, for her books and columns should not be construed as a guarantee to clients that they will experience a certain level of results when retained to provide investment advisory services. Note that some book award sponsors charge a modest entrance fee to compete for the award.