Julie Jason

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high-net-worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her work has received recognition for clarity, accuracy, and excellence in financial literacy education, including her weekly investor education column, which celebrated a 1,000-column milestone in 2017 (syndicated by Andrews McMeel Syndication). Her most recent book, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients),” was published in April 2022 by the American Bar Association.