Jackson, Grant Investment Advisers, Inc.
SEC RegisteredWe at Jackson, Grant believe that families want solid and sustainable long-term investment results delivered in an atmosphere of undivided loyalty, care and respect.
About the firm
Jackson, Grant is a fiduciary, founder-led boutique investment counsel firm offering tax-sensitive, conservative, and bespoke investment management. The firm operates with no commissioned products, no salespeople, and no referral fees, focusing entirely on client service. It integrates investment counsel with estate planning and tax planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax-sensitive, conservative, bespoke investment counsel; large-firm resources such as private equity; integration with estate planning and tax planning; legacy planning including private foundations; access to independent trustees, lawyers, and accountants; thought-leader driven focus on transitions such as retirement.
Who they serve
Families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $6.0M |
| High Net Worth Individuals | 86 | $572M |
94 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $5 million | 0.85% |
| $10 million | 0.68% |
| $15 million | 0.62% |
| $20 million | 0.59% |
| $25 million | 0.57% |
| $30 million | 0.56% |
Data as of January 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jackson, Grant Investment Advisers, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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