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
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G1151C101
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301
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COM
00724F101
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ALIGN TECHNOLOGY INC
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016255101
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200
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ALLEGION PUB LTD CO
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400
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COM
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993
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111
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66
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COM
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6234
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2571
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COMCAST CORP
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CONSOLIDATED EDISON INC
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CORNING INC
COM
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COSTCO WHSL CORP NEW
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CSX CORP
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DEERE & CO
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DISNEY WALT CO
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DOLBY LABORATORIES INC
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DUKE ENERGY CORP
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COM
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FACEBOOK INC
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SH BEN INT
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COM
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COM
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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