Lecturer Bio
Julie Jason, JD, LLM
Julie Jason, JD, LLM practiced law for ten years before moving into money management positions on Wall Street, later founding Jackson, Grant Investment Advisers, Inc. of Stamford, CT. Her team at Jackson, Grant manages personal portfolios for high-net-worth and ultra-high-net worth families. Jackson, Grant is an independent SEC-registered investment advisory boutique serving clients as their investment counsel. www.jacksongrant.us.
A proponent of financial literacy education for individuals of all financial means, Jason writes and lectures to share practical insights from both broker-dealer and investment adviser perspectives.
She is the author of The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients), published in 2022 by, and available only through, the American Bar Association. Her previous books and columns were recognized for excellence in financial literacy education (EIFLE Award and CLARION Award, among others). Her books are listed on www.juliejason.com.
She encourages questions and comments. Phone (203-322-1198) | Email (julie@jacksongrant.us).
