This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$578MItem 5.F on the latest filing (2026-01-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$578M

Private client RAUM

$578MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$144Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

94

Individual clients

8

High net worth clients

86

SEC number

801-56267

CRD

108156

Filings on the tape

34

First filed

Jan 23, 2012

Latest filed

Jan 2, 2026

Organised

Corporation, DE

Website

jacksongrant.us

• Occurred

  Aug 27, 2025
  Advisor changed firm

  Sarah Jacob Beyrich left Jackson, Grant Investment Advisers, Inc. for Focus Partners Wealth, Llc (registered 2025-09-03)

  Form ADVobserved 6 days ago
• Occurred

  Jan 3, 2013
  Succession filed (Item 4)

  Jackson, Grant Investment Advisers, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:218fd8f6-a0d8-5c50-795b-9205195d5e08

First observed

Jan 23, 2012

Last observed

Jan 2, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.