OUR SPONSORS
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AboutJulie Jason, JD, LLM
"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.
Ms. Jason is investment counsel to high-net-worth families.
As part of her pro bono mission to promote financial literacy education for people of all financial means, she and her firm, Jackson, Grant Investment Advisers, Inc., created the annual 401(k) Champion® Competition in 2018. The goal of the competition is to raise awareness of the benefits of tax-advantaged retirement savings through the voices of 401(k) participants.
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.
www.juliejason.com
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.
www.jacksongrant.us
Tel: 203-322-1198
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