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Kristen Evans Jackson

GRANT STREET ASSET MANAGEMENT INC·CANONSBURG, Pennsylvania
Series 65Clean record20 years registeredGRANT STREET ASSET MANAGEMENT INC
380 SOUTHPOINTE BLVD, CANONSBURG, PA 15317CRD# 5088157Firm CRD# 106980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristen Evans Jackson · CANONSBURG, PA
Registration
CRD #5088157 · GRANT STREET ASSET MANAGEMENT INC · 20 years registered
Brand Profile
Not yet started
01

Career History

GRANT STREET ASSET MANAGEMENT INC
Feb 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 13, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRANT STREET ASSET MANAGEMENT INC
CRD 106980 · SEC 801-43095
AUM
$579M
Regulatory assets under management
Employees
13
1,130 client accounts
Services offered by GRANT STREET ASSET MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRANT STREET ASSET MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Kristen Evans Jackson offer?
Kristen Evans Jackson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.
What are Kristen Evans Jackson's credentials?
Kristen Evans Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Evans Jackson located?
Kristen Evans Jackson is based in CANONSBURG, Pennsylvania, working with GRANT STREET ASSET MANAGEMENT INC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.
How does Kristen Evans Jackson charge for services?
Kristen Evans Jackson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANT STREET ASSET MANAGEMENT INC?
GRANT STREET ASSET MANAGEMENT INC has approximately 13 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRANT STREET ASSET MANAGEMENT INC

Patrick T Evans
CANONSBURG, PA
Brian William Conway
CANONSBURG, PA
Michael Mark Evans
CANONSBURG, PA
Michael Charles Loch
CANONSBURG, PA
John S Ferraro
CANONSBURG, PA
Terry Lee Pfeffer
CANONSBURG, PA

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