# JACKSON, GRANT INVESTMENT ADVISERS, INC.

JACKSON, GRANT INVESTMENT ADVISERS, INC. of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 108156
- Type: SEC-registered investment adviser
- SEC file number: 801-56267
- Location: TWO HIGH RIDGE PARK, STAMFORD, CT, 06905
- Phone: 203-322-1198
- Latest filing: 2026-01-02
- Regulatory AUM: $577.7M
- Discretionary AUM: $577.7M
- Clients: 8
- Accounts: 94

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| J Julie Jason | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Michael Tenreiro | SENIOR VICE PRESIDENT | — |
| Robert T Carroll | SENIOR VICE PRESIDENT | — |
| Daniel Henry Van Rooyen | SENIOR VICE PRESIDENT | — |
| VAN ZUTPHEN CORNELIUS HENRY | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| JASON J JULIE | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BERG HOWARD GEORGE | MANAGING DIRECTOR | — |
| TENREIRO MICHAEL | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| CARROLL ROBERT T | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108156/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108156/similar
- Related entities: https://search.stillhousedata.com/firm/108156/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108156

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.