Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Jackson, Grant Investment Advisers, Inc. financial advisors in Stamford, CT

Every SEC-registered investment adviser representative at a Jackson, Grant Investment Advisers, Inc. office in Stamford, A to Z.

The short answer

4 registered advisors work at Jackson, Grant Investment Advisers, Inc. in Stamford, out of 4 at the firm nationwide; it ranks number 32 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Jackson, Grant Investment Advisers, Inc. advisors in Stamford, A to Z

Every Jackson, Grant Investment Advisers, Inc. advisor →

Other firms in Stamford

All Stamford advisors →

Steward Partners Investment Advisory, LLC 194Merrill Lynch, Pierce, Fenner & Smith Incorporated 111New Edge Wealth 87Morgan Stanley 59O'Shaughnessy Asset Management, LLC 55UBS Financial Services Inc. 45MML Investors Services, LLC 24Oppenheimer & Co. Inc. 24Equitable Advisors, LLC 21Strategic Advisers LLC 19Charles Schwab & Co., Inc. 18RBC Capital Markets, LLC 17

Questions

How many financial advisors does Jackson, Grant Investment Advisers, Inc. have in Stamford?

4 investment adviser representatives are registered at Jackson, Grant Investment Advisers, Inc. offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Jackson, Grant Investment Advisers, Inc. one of the largest advisor employers in Stamford?

Jackson, Grant Investment Advisers, Inc. ranks number 32 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.

How do I check a Jackson, Grant Investment Advisers, Inc. advisor in Stamford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jackson, Grant Investment Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.