Jackson, Grant Investment Advisers, Inc.
Connecticut
Registered In
02/13/2013
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Jackson, Grant Investment Advisers, Inc. at 2 High Ridge Park FL 3rd, Stamford, Ct 06905 lists Julie Jason of Greenwich, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Website
Email
*****@jacksongrant.us
Search Other Resources
People
|
Julie Jason
Registered Agent
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2 HIGH RIDGE PARK FL 3RD, STAMFORD, CT 06905
22 CARPENTERS BROOK RD, GREENWICH, CT 06831
|
|
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Julie Jason
Officer;Director
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22 CARPENTER'S BRK, GREENWICH, CT 06831
2 HIGH RIDGE PARK FL 3RD, STAMFORD, CT 06905
|
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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2 HIGH RIDGE PARK FL 3RD, STAMFORD, CT 06905
View Map
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Financials
Financial Information for Jackson, Grant Investment Advisers, Inc.
Form 5500
JACKSON, GRANT INVESTMENT ADVISERS, INC.
2 High Ridge Park, Stamford, Ct 06905 (203) 322-1198 EIN:90-0891495 Plan Admin:Nppg Fiduciary Services, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$566,973 / $853,837 | 2022 | JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN - Plan #002 | 10 / 11 | $566,973 / $853,837 |
| 2022 | Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$3,967,014 / $581,174 | 2022 | JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 9 | $3,967,014 / $581,174 |
| 2021 | Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,316,688 / $3,967,014 | 2021 | JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $2,316,688 / $3,967,014 |
| 2021 | Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,546,718 / $566,973 | 2021 | JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN - Plan #002 | 10 / 10 | $1,546,718 / $566,973 |
| 2020 | Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,765,100 / $2,316,688 | 2020 | JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $1,765,100 / $2,316,688 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
JACKSON GRANT INVESTMENT ADVISERS INC
2 High Ridge Park, Stamford, Ct 06905| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/02/2020 | Approved$209,153 Forgiven$211,044 LenderWells Fargo Bank, National Association Jobs11 | 05/02/2020 | $209,153 | $211,044 | Wells Fargo Bank, National Association | 11 |
PPP Loans based on Paycheck Protection Program.
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Address Match:2 High Ridge Park Stamford, CT
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Person/City Match:Julie Jason - Stamford, CT
|
Jackson, Grant & Company
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|
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|
Jackson, Grant Admin, Inc.
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|
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor • U.S. Small Business Administration
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