Julie Jason, J.D., LL.M.

Email: julie@juliejason.com or julie@jacksongrant.us

Website: https://juliejason.com

Books:  “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients),” “AARP Retirement Survival Guide: How to Make Smart Decisions in Good Markets and Bad,” “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad” 

Biography:

Julie Jason, J.D., LL.M., is the founder of Jackson, Grant Investment Advisers Inc., of Stamford, Connecticut, a fiduciary high-net-worth boutique specializing in managing retirement portfolios. The firm celebrated its 30th anniversary in 2022. Jason got her start on Wall Street as a lawyer before moving into money management.

Known for her work as a proponent of financial literacy, Jason’s books and columns focus on investor protection and sound decision-making. 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.

Jason began writing in earnest in 1996 with the publication of her first book, “You and Your 401(k),” for 401(k) participants. Other books include: “Retire Securely” (2018), offering concise action-oriented insights for retirees, pre-retirees and millennials (Excellence in Financial Literacy Award, aka EIFLE); “The Retirement Survival Guide” (2009/2017), a comprehensive tool chest for all financial levels and ages (EIFLE Award); and “Managing Retirement Wealth” (2011), a guide for high-net-worth individuals (EIFLE Award).

In 1998, Jason began writing a weekly column launched in the Greenwich Time (Connecticut), which continues to this day, with more than 1,000 columns published. The column, syndicated nationally by Andrews McMeel Syndication, has been recognized for “accurate, timely, informative and helpful tax information,” by the IRS, clarity in writing (CLARION Award), and “Excellence in Journalism” (Society of Professional Journalists and the Connecticut Press Club).