Julie Jason

Grant Jackson Admin Inc, founded by Julie Jason, is a fiduciary investment counsel boutique based in Stamford, CT, dedicated to personal portfolio management for discerning individuals. With over 25 years of experience, the firm focuses on providing tailored investment strategies without the influence of production goals or third-party revenue. The firm specializes in assisting clients who are navigating significant life transitions, such as selling a business or receiving an inheritance. Julie Jason, an accomplished author and speaker, emphasizes a holistic approach to investment management, ensuring that families receive the personalized attention they deserve for their financial futures. Generated from the website

Jackson Grant Investment Advisors, founded by Julie Jason, is a fiduciary investment counsel boutique based in Stamford, Connecticut, specializing in personal portfolio management. With over 25 years of experience, the firm caters to discerning individuals navigating significant life transitions such as business sales, inheritances, or retirement. The firm is committed to prioritizing client needs without the influence of production goals or third-party revenue. Jackson Grant is dedicated to building lasting relationships with families, ensuring their investment strategies align with their long-term financial visions. Generated from the website

Karis Capital Partners is a financial services firm based in Stamford, CT, specializing in investment management and advisory services. The company focuses on providing strategic financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, Karis Capital Partners offers personalized investment strategies tailored to each client's unique needs and risk tolerance. The firm prides itself on its commitment to transparency, integrity, and delivering results that align with clients' best interests. Generated from their business information