JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD #108156 SEC #801-56267 STAMFORD, CT 203-322-1198
SEC Registered
Total AUM
$499M
Discretionary
$499M
Employees
11
Clients
51
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $499M | $499M | $0 | 11 | 94 |
| May 2024 | $462.1M | $462.1M | $0 | 11 | 94 |
| May 2024 | $462.1M | $462.1M | $0 | 11 | 94 |
| May 2024 | $462.1M | $462.1M | $0 | 11 | 94 |
| Feb 2024 | $462.1M | $462.1M | $0 | 11 | 94 |
| Feb 2023 | $421.6M | $421.6M | $0 | 11 | 0 |
| Jan 2023 | $421.6M | $421.6M | $0 | 11 | 0 |
| Jan 2022 | $494.4M | $494.4M | $0 | 11 | 0 |
| Jan 2022 | $494.4M | $494.4M | $0 | 11 | 0 |
| Jun 2021 | $406.6M | $406.6M | $0 | 11 | 0 |
| Jan 2021 | $406.6M | $406.6M | $0 | 11 | 0 |
| Jan 2021 | $406.6M | $406.6M | $0 | 11 | 0 |
| Jun 2020 | $363.4M | $363.4M | $0 | 11 | 0 |
| Feb 2020 | $363.4M | $363.4M | $0 | 11 | 0 |
| Mar 2019 | $307.2M | $307.2M | $0 | 8 | 0 |
| Jan 2019 | $307.2M | $307.2M | $0 | 8 | 103 |
| Oct 2018 | $306.7M | $306.7M | $0 | 8 | 97 |
| Mar 2018 | $306.7M | $306.7M | $0 | 8 | 97 |
| Mar 2017 | $250.6M | $250.6M | $0 | 8 | 26 |
| Oct 2016 | $212.3M | $212.3M | $0 | 8 | 26 |
| Mar 2016 | $212.3M | $212.3M | $0 | 8 | 26 |
| Jan 2015 | $203.8M | $203.8M | $0 | 8 | 26 |
| Jan 2014 | $175.6M | $175.6M | $0 | 8 | 26 |
| Jan 2013 | $123.8M | $123.8M | $0 | 8 | 26 |
| Nov 2012 | $101.6M | $101.6M | $0 | 8 | 26 |
| Apr 2012 | $101.6M | $101.6M | $0 | 1 | 26 |
| Jan 2012 | $101.6M | $101.6M | $0 | 1 | 26 |
| Jun 2011 | $93.8M | $93.8M | $0 | 5 | -- |
| Mar 2011 | $93.8M | $93.8M | $0 | 5 | -- |
| Jan 2011 | $93.8M | $93.8M | $0 | 5 | -- |
| Aug 2010 | $66.4M | $66.4M | $0 | 5 | -- |
| Jan 2008 | $67.8M | $67.8M | $0 | 5 | -- |
| Feb 2007 | $65.3M | $65.3M | $0 | 5 | -- |
| Feb 2006 | $66.6M | $66.6M | $0 | 5 | -- |
| Sep 2005 | $61.7M | $61.6M | $135K | 5 | -- |
DateJan 2025
Total AUM$499M
Discretionary$499M
Non-Disc.$0
Employees11
Clients94
DateMay 2024
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees11
Clients94
DateMay 2024
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees11
Clients94
DateMay 2024
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees11
Clients94
DateFeb 2024
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees11
Clients94
DateFeb 2023
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees11
Clients0
DateJun 2021
Total AUM$406.6M
Discretionary$406.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$406.6M
Discretionary$406.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$406.6M
Discretionary$406.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$363.4M
Discretionary$363.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2020
Total AUM$363.4M
Discretionary$363.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees8
Clients103
DateOct 2018
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees8
Clients97
DateMar 2018
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees8
Clients97
DateMar 2017
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees8
Clients26
DateOct 2016
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees8
Clients26
DateJan 2015
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees8
Clients26
DateJan 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees8
Clients26
DateJan 2013
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees8
Clients26
DateNov 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees8
Clients26
DateApr 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$65.3M
Discretionary$65.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$61.7M
Discretionary$61.6M
Non-Disc.$135K
Employees5
Clients--