Operations Manager

0001104659-20-059962.txt : 20200512 0001104659-20-059962.hdr.sgml : 20200512 20200512110855 ACCESSION NUMBER: 0001104659-20-059962 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200512 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jackson, Grant Investment Advisers, Inc. CENTRAL INDEX KEY: 0001650300 IRS NUMBER: 900891495 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17486 FILM NUMBER: 20867538 BUSINESS ADDRESS: STREET 1: 2 HIGH RIDGE PARK STREET 2: THIRD FLOOR CITY: STAMFORD STATE: CT ZIP: 06905 BUSINESS PHONE: 203-322-1198 MAIL ADDRESS: STREET 1: 2 HIGH RIDGE PARK STREET 2: THIRD FLOOR CITY: STAMFORD STATE: CT ZIP: 06905 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001650300 XXXXXXXX 03-31-2020 03-31-2020 false Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park Third Floor Stamford CT 06905

13F HOLDINGS REPORT 028-17486 N Bob Carroll Operations Manager 203-322-1198 /s/ Bob Carroll Stamford CT 05-12-2020 0 216 135553 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 125 913 SH SOLE 0 0 0 ABBOTT LABS COM 002824100 760 9635 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 2384 31291 SH SOLE 0 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 49 301 SH SOLE 0 0 0 ADOBE INC COM 00724F101 16 50 SH SOLE 0 0 0 ALIGN TECHNOLOGY INC COM 016255101 35 200 SH SOLE 0 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 47 506 SH SOLE 0 0 0 ALLOGENE THERAPEUTICS INC COM 019770106 8 400 SH SOLE 0 0 0 ALLSTATE CORP COM 020002101 91 993 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 129 111 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 77 66 SH SOLE 0 0 0 ALTRIA GROUP INC COM 02209S103 241 6234 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 31 16 SH SOLE 0 0 0 AMERICAN ELEC PWR INC COM 025537101 137 1718 SH SOLE 0 0 0 AMGEN INC COM 031162100 521 2571 SH SOLE 0 0 0 ANSYS INC COM COM 03662Q105 23 100 SH SOLE 0 0 0 APPLE HOSPITALITY REIT INC COM 03784Y200 10 1136 SH SOLE 0 0 0 APPLE INC COM 037833100 1237 4864 SH SOLE 0 0 0 AT&T INC COM 00206R102 1288 44198 SH SOLE 0 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 119 869 SH SOLE 0 0 0 AUTOZONE INC COM 053332102 19 22 SH SOLE 0 0 0 BANK AMER CORP COM 060505104 123 5785 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670702 685 3745 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 544 2 SH SOLE 0 0 0 BGC PARTNERS INC CL A 05541T101 2 800 SH SOLE 0 0 0 BLACKROCK ENHANCED EQT DIV T COM 09251A104 353 54024 SH SOLE 0 0 0 BLACKROCK INC COM 09247X101 41 93 SH SOLE 0 0 0 BOOKING HLDGS INC COM 09857L108 89 66 SH SOLE 0 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 340 6098 SH SOLE 0 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 84 1661 SH SOLE 0 0 0 CANADIAN PAC RY LTD COM 13645T100 123 562 SH SOLE 0 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 30 69 SH SOLE 0 0 0 CHEVRON CORP COM 166764100 198 2728 SH SOLE 0 0 0 CISCO SYS INC COM 17275R102 210 5332 SH SOLE 0 0 0 CLOROX CO DEL COM 189054109 53 304 SH SOLE 0 0 0 COCA COLA CO COM 191216100 1061 23983 SH SOLE 0 0 0 COLGATE PALMOLIVE CO COM 194162103 434 6538 SH SOLE 0 0 0 COMCAST CORP CL A 20030N101 202 5869 SH SOLE 0 0 0 CONSOLIDATED EDISON INC COM 209115104 93 1195 SH SOLE 0 0 0 CORNING INC COM 219350105 154 7496 SH SOLE 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 27 94 SH SOLE 0 0 0 CSX CORP COM 126408103 489 8529 SH SOLE 0 0 0 D R HORTON INC COM 23331A109 76 2227 SH SOLE 0 0 0 DEERE & CO COM 244199105 287 2081 SH SOLE 0 0 0 DISNEY WALT CO COM DISNEY 254687106 572 5923 SH SOLE 0 0 0 DOLBY LABORATORIES INC COM 25659T107 96 1775 SH SOLE 0 0 0 DOMINION RES INC VA COM 25746U109 70 967 SH SOLE 0 0 0 DOVER CORP COM 260003108 12 147 SH SOLE 0 0 0 DUKE ENERGY CORP COM 26441C204 36 450 SH SOLE 0 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 15 82 SH SOLE 0 0 0 EMERSON ELEC CO COM 291011104 554 11634 SH SOLE 0 0 0 ENBRIDGE INC COM 29250N105 26 905 SH SOLE 0 0 0 EVERSOURCE ENERGY COM 30040W108 68 874 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 548 14421 SH SOLE 0 0 0 FACEBOOK INC CL A 30303M102 40 237 SH SOLE 0 0 0 FEDERAL REALTY INVT TR SH BEN INT 313747206 89 1193 SH SOLE 0 0 0 GENERAL DYNAMICS CORP COM 369550108 21 162 SH SOLE 0 0 0 GENERAL MLS INC COM 370334104 155 2947 SH SOLE 0 0 0 GILEAD SCIENCES INC COM 375558103 54 728 SH SOLE 0 0 0 HOME DEPOT INC COM 437076102 195 1044 SH SOLE 0 0 0 HONEYWELL INTL INC COM 438516106 62 465 SH SOLE 0 0 0 HSBC HLDGS PLC ADR A 1/40PF A 404280604 31 1250 SH SOLE 0 0 0 HUNTINGTON BANCSHARES IN COM 446150104 109 13236 SH SOLE 0 0 0 ILLINOIS TOOL WKS INC COM 452308109 122 855 SH SOLE 0 0 0 INTEL CORP COM 458140100 471 8712 SH SOLE 0 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 474 4270 SH SOLE 0 0 0 INTUITIVE SURGICAL INC COM 46120E602 2 4 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 9 92 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10935 130152 SH SOLE 0 0 0 INVESCO EXCHNG TRADED 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646 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF 464287168 4261 57943 SH SOLE 0 0 0 ISHARES TR SP SMCP600GR ETF 464287887 74 538 SH SOLE 0 0 0 ISHARES TR SP SMCP600VL ETF 464287879 86 860 SH SOLE 0 0 0 ISHARES TR U.S. PFD STK ETF 464288687 4037 126793 SH SOLE 0 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 10 91 SH SOLE 0 0 0 ISHARES TR RUS MD CP GR ETF 464287481 50 409 SH SOLE 0 0 0 ISHARES TR USA QUALITY FCTR 46432F339 72 892 SH SOLE 0 0 0 ISHARES TR US TREAS BD ETF 46429B267 33 1177 SH SOLE 0 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 11 125 SH SOLE 0 0 0 ISHARES TR CORE DIV GRWTH 46434V621 48 1487 SH SOLE 0 0 0 ISHARES TR CORE S&P US GWT 464287671 51 900 SH SOLE 0 0 0 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 0 6946 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 1951 14875 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 213 2367 SH SOLE 0 0 0 KIMBERLY CLARK CORP COM 494368103 257 2011 SH SOLE 0 0 0 LAS VEGAS SANDS CORP COM 517834107 8 200 SH SOLE 0 0 0 LIGAND PHARMACEUTICALS INC COM 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NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 324 32066 SH SOLE 0 0 0 ORACLE CORP COM 68389X105 66 1359 SH SOLE 0 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 49 4432 SH SOLE 0 0 0 PEPSICO INC COM 713448108 620 5166 SH SOLE 0 0 0 PFIZER INC COM 717081103 356 10915 SH SOLE 0 0 0 PHILIP MORRIS INTL INC COM 718172109 173 2377 SH SOLE 0 0 0 PNC FINL SVCS GROUP IN COM 693475105 30 315 SH SOLE 0 0 0 PPG INDS INC COM 693506107 106 1269 SH SOLE 0 0 0 PROCTER & GAMBLE CO COM 742718109 3981 36195 SH SOLE 0 0 0 PROGRESSIVE CORP OHIO COM 743315103 26 357 SH SOLE 0 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 818 14187 SH SOLE 0 0 0 PROSHARES TR S&P MDCP 400 DIV 74347B680 409 9077 SH SOLE 0 0 0 PROSHARES TR RUSS 2000 DIVD 74347B698 212 4584 SH SOLE 0 0 0 RAYTHEON CO COM 755111507 12 89 SH SOLE 0 0 0 RLJ LODGING TR CUM CONV PFD A 74965L200 23 1298 SH SOLE 0 0 0 ROSS STORES INC COM 778296103 18 206 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12 193 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9 209 SH SOLE 0 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 6 207 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2586 26366 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 919 16872 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2597 29315 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 8 278 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 840 40360 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 63 1073 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 581 10481 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 7 165 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1070 13311 SH SOLE 0 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 132 2973 SH SOLE 0 0 0 SHARES TR CRE U S REIT ETF 464288521 161 4118 SH SOLE 0 0 0 SOUTHERN CO COM 842587107 88 1625 SH SOLE 0 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 80 363 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 16158 62688 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 103 392 SH SOLE 0 0 0 SPDR SER TR PORTFOLIO SM ETF 78468R853 9 397 SH SOLE 0 0 0 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 6 66 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 20 569 SH SOLE 0 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 13692 171447 SH SOLE 0 0 0 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 30 757 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 233 7403 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 191 4142 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 500 GROWTH 78464A409 367 10257 SH SOLE 0 0 0 SPIRE INC COM 84857L101 47 635 SH SOLE 0 0 0 STARBUCKS CORP COM 855244109 4 59 SH SOLE 0 0 0 STRYKER CORP COM 863667101 96 576 SH SOLE 0 0 0 TEREX CORP COM 880779103 1 89 SH SOLE 0 0 0 TEXAS INSTRS INC COM 882508104 48 483 SH SOLE 0 0 0 THOMSON REUTERS CORP COM 884903105 258 3803 SH SOLE 0 0 0 TJX COS INC COM 872540109 1132 23681 SH SOLE 0 0 0 TORONTO DOMINION BK ONT COM 891160509 83 1955 SH SOLE 0 0 0 TRAVELERS COMPANIES INC COM 89417E109 27 276 SH SOLE 0 0 0 UNILEVER PLC SPON ADR 904767704 52 1019 SH SOLE 0 0 0 UNION PAC CORP COM 907818108 62 441 SH SOLE 0 0 0 UNITED TECHNOLOGIES CORP COM 913017109 161 1709 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM 91324P102 316 1269 SH SOLE 0 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 14 106 SH SOLE 0 0 0 US BANCORP DE COM 902973304 55 1600 SH SOLE 0 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 30 251 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 631 4024 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 183 1445 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 77 945 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 6879 52252 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1580 6670 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 87 982 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 15 127 SH SOLE 0 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 104 691 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 20 224 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 787 6108 SH SOLE 0 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 1074 20294 SH SOLE 0 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 8783 84947 SH SOLE 0 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 23 545 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 35 1042 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YIELD 921946406 306 4331 SH SOLE 0 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 63 513 SH SOLE 0 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 159 750 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 395 7348 SH SOLE 0 0 0 VISA INC COM CL A 92826C839 97 604 SH SOLE 0 0 0 WAL-MART STORES INC COM 931142103 636 5600 SH SOLE 0 0 0 WASTE MGMT INC DEL COM 94106L109 3 37 SH SOLE 0 0 0 WELLS FARGO & CO COM 949746101 124 4336 SH SOLE 0 0 0 XCEL ENERGY INC COM 98389B100 143 2376 SH SOLE 0 0 0 XILINX INC COM 983919101 15 197 SH SOLE 0 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 37 367 SH SOLE 0 0 0 ZOETIS INC CL A 98978V103 20 169 SH SOLE 0 0 0 CORTEVA INC COM 22052L104 1 33 SH SOLE 0 0 0 PPL CORP COM 69351T106 1 29 SH SOLE 0 0 0 SCHLUMBERGER LTD COM 806857108 1 100 SH SOLE 0 0 0 TOLL BROTHERS INC COM 889478103 4 200 SH SOLE 0 0 0 DIGITAL RLTY TR INC COM 253868103 152 1093 SH SOLE 0 0 0 DIREXION SHS ETF TR FLIGHT TO SAFT 25460G203 11 218 SH SOLE 0 0 0 ESSENTIAL UTILS INC COM ADDED 29670G102 69 1695 SH SOLE 0 0 0 INGERSOLL RAND INC COM ADDED 45687V106 34 1369 SH SOLE 0 0 0 PACER FDS TR TRENDP US LAR CP 69374H105 9 336 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 69 463 SH SOLE 0 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 128 1553 SH SOLE 0 0 0