"Recognizing that successful 401(k) participation leads to secure retirements, my mission is to shine a light on 401(k) participants who mastered their 401(k)s," —Julie Jason, sponsor of the 401(k) Champion® Award and founder of Jackson Grant Investment Advisers, Inc.
Julie Jason, JD, LLM
Ms. Jason is investment counsel to high net worth families.
She and her firm, Jackson, Grant Investment Advisers, Inc., created the 401(k) Champion® Award to promote financial literacy education for 401(k) participants of all financial means.
A longtime proponent of transparency and investor capability, she is the voice of sensible and actionable financial decision-making. Her work has been recognized for excellence in financial literacy education (EIFLE), clarity in writing (CLARION), and accuracy in reporting (IRS).
"Hear" Ms. Jason's views by reading her columns, books, and forbes.com posts or by attending a virtual presentation.
“The stories we hear from 401(k) Champions® demonstrate the power of mentorship in saving for retirement. A peer-to-peer message is more powerful than reading a brochure, attending an employee enrollment session or trying to navigate an online tool.”
Jackson, Grant Investment Advisers, Inc.
An independently owned fiduciary boutique that serves high net worth families ($5 million minimum) as investment counsel. The firm is SEC registered, with offices in Stamford, CT.