Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Fairfield
    4. ›
  4. 06905
    5. ›
  5. JACKSON, GRANT INVESTMENT ADVISERS, INC.

JACKSON, GRANT INVESTMENT ADVISERS, INC.

Company Details

Entity Name: JACKSON, GRANT INVESTMENT ADVISERS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 13 Feb 2013
Business ALEI: 1096503
Annual report due: 13 Feb 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 2 HIGH RIDGE PARK 3RD FLOOR, STAMFORD, CT, 06905, United States
Mailing address: 2 HIGH RIDGE PARK 3RD FLOOR, STAMFORD, CT, United States, 06905
ZIP code: 06905
County: Fairfield
Place of Formation: DELAWARE
E-Mail: julie@jacksongrant.us

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN 2023 900891495 2024-10-07 JACKSON, GRANT INVESTMENT ADVISERS, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN 2023 900891495 2024-09-17 JACKSON, GRANT INVESTMENT ADVISERS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2024-09-17
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN 2022 900891495 2023-10-03 JACKSON, GRANT INVESTMENT ADVISERS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN 2022 900891495 2023-09-20 JACKSON, GRANT INVESTMENT ADVISERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2023-09-20
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN 2021 900891495 2022-10-13 JACKSON, GRANT INVESTMENT ADVISERS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN 2021 900891495 2022-10-04 JACKSON, GRANT INVESTMENT ADVISERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2022-10-04
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN 2020 900891495 2021-09-29 JACKSON, GRANT INVESTMENT ADVISERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2021-09-29
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN 2020 900891495 2021-10-12 JACKSON, GRANT INVESTMENT ADVISERS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing J. PALADINO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN 2019 900891495 2020-08-27 JACKSON, GRANT INVESTMENT ADVISERS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2020-08-27
Name of individual signing J. PAGLIARO
Valid signature Filed with authorized/valid electronic signature
JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN 2019 900891495 2020-10-08 JACKSON, GRANT INVESTMENT ADVISERS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2033221198
Plan sponsor’s address 2 HIGH RIDGE PARK, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 300835405
Plan administrator’s name NPPG FIDUCIARY SERVICES, LLC
Plan administrator’s address 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
Administrator’s telephone number 7327581577

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing J. PAGLIARO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
julie jason Agent 2 HIGH RIDGE PARK 3RD FLOOR, STAMFORD, CT, 06905, United States +1 203-921-7221 julie@jacksongrant.us 22 Carpenters Brook Rd, Greenwich, CT, 06831-2547, United States

Officer

Name Role Business address Residence address
JULIE JASON Officer 2 HIGH RIDGE PARK 3RD FLOOR, STAMFORD, CT, 06905, United States 22 CARPENTER'S BROOK, GREENWICH, CT, 06831, United States

Director

Name Role Business address Residence address
JULIE JASON Director 2 HIGH RIDGE PARK 3RD FLOOR, STAMFORD, CT, 06905, United States 22 CARPENTER'S BROOK, GREENWICH, CT, 06831, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012241933 2024-01-14 No data Annual Report Annual Report No data
BF-0011304556 2023-01-29 No data Annual Report Annual Report No data
BF-0010256472 2022-01-14 No data Annual Report Annual Report 2022
0007216417 2021-03-10 No data Annual Report Annual Report 2021
0006885222 2020-04-16 No data Annual Report Annual Report 2016
0006885224 2020-04-16 No data Annual Report Annual Report 2017
0006885234 2020-04-16 No data Annual Report Annual Report 2020
0006885225 2020-04-16 No data Annual Report Annual Report 2018
0006885231 2020-04-16 No data Annual Report Annual Report 2019
0005359215 2015-07-01 No data Annual Report Annual Report 2015

Related by officers

JULIE JASON

JACKSON, GRANT ADMIN, INC.

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 ctorgs.com, Part of Big Data Integrated