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JACKSON, GRANT INVESTMENT ADVISERS, INC.

STAMFORD, CT · CRD 108156 · IAPD ↗ · jacksongrant.us · 203-322-1198

$577.7MRegulatory AUM
4Advisory reps
8Employees
94Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — JACKSON, GRANT INVESTMENT ADVISERS, INC. crossed $500M in regulatory AUM ($499.0M -> $577.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
June 2024 — JACKSON, GRANT INVESTMENT ADVISERS, INC. notice-filed in CO, NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.