Julie Jason directs the money management practice of Jackson, Grant Investment Advisers, Inc. of Stamford, CT. She is the author of “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad,” (Sterling, 2011).


Peter Holub from NJ posted about 1 year ago:

why does aall,not have a department where I can turn over my retirement account.and have aall make the investments .I have a financial advisor. but the account keeps going down.

Charles Rotblut from IL posted about 1 year ago:


AAII is a nonprofit organization. We are not licensed to manage money on members' behalf.


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