Julie Jason

A proponent of financial literacy education, Julie Jason, JD, LLM, began her Wall Street career as a lawyer before moving into money management roles. She founded Jackson, Grant Investment Advisers, Inc. of Stamford, CT, in 1992 as a fiduciary boutique for high-net-worth families. Ms. Jason's most recent book, The Discerning Investor received the 2023 EIFLE Award for excellence in financial literacy education. Her weekly column, syndicated by Andrews McMeel Syndication, is the recipient of the Clarion Award for clarity in writing.