Greenwich Library – Julie Jason’s Investment Basics II: Should You Invest on Your Own or With an Advisor? (Online) | Greenwich Moms

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Greenwich Library – Julie Jason’s Investment Basics II: Should You Invest on Your Own or With an Advisor? (Online)

May 22 @ 1:00 pm - 2:00 pm

What does it take to go solo? What does it take to work with an adviser? How do you determine what type of adviser is best for you? This course will help you answer these questions based on the new SEC-mandated disclosure documents called Form CRS, which all advisers must provide their clients.

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.

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Yang Wang
[email protected]

Wednesday, May 22, 2024
1:00pm – 2:00pm
  Business, Career, and Finance 
This is an online event. Event URL will be sent via registration email.


May 22
1:00 pm - 2:00 pm
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Greenwich Library
101 West Putnam Avenue
Greenwich, CT 06830 United States
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