Operations Manager

0001144204-17-041943.txt : 20170810 0001144204-17-041943.hdr.sgml : 20170810 20170810120212 ACCESSION NUMBER: 0001144204-17-041943 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170810 DATE AS OF CHANGE: 20170810 EFFECTIVENESS DATE: 20170810 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: 171020430 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 06-30-2017 06-30-2017 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 08-10-2017 0 184 128900 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 150 722 SH SOLE 0 0 0 ABBOTT LABS COM 002824100 297 6104 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 2374 32735 SH SOLE 0 0 0 ACXIOM CORP COM 005125109 88 3376 SH SOLE 0 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 41 506 SH SOLE 0 0 0 ALLSTATE CORP COM 020002101 108 1216 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 158 170 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 81 89 SH SOLE 0 0 0 ALTRIA GROUP INC COM 02209S103 776 10415 SH SOLE 0 0 0 AMERICAN ELEC PWR INC COM 025537101 196 2824 SH SOLE 0 0 0 AMERIGAS PARTNERS L P UNIT L P INT 030975106 102 2257 SH SOLE 0 0 0 AMGEN INC COM 031162100 110 641 SH SOLE 0 0 0 ANTHEM INC COM 036752103 40 215 SH SOLE 0 0 0 APPLE HOSPITALITY REIT INC COM 03784Y200 22 1181 SH SOLE 0 0 0 APPLE INC COM 037833100 782 5431 SH SOLE 0 0 0 AT&T INC COM 00206R102 1967 52139 SH SOLE 0 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 85 825 SH SOLE 0 0 0 BANK AMER CORP COM 060505104 1 35 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670702 419 2475 SH SOLE 0 0 0 BB&T CORP COM 054937107 18 400 SH SOLE 0 0 0 BARCLAYS BANK PLC ADR PFD SR 5 06739H362 21 800 SH SOLE 0 0 0 BGC PARTNER INC CL A 05541T101 187 14800 SH SOLE 0 0 0 BLACKROCK ENHANCED EQT DIV T COM 09251A104 468 53217 SH SOLE 0 0 0 BLACKROCK HEALTH SCIENCES TR COM 09250W107 15 396 SH SOLE 0 0 0 BOEING CO COM 097023105 165 834 SH SOLE 0 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 218 3905 SH SOLE 0 0 0 CHEVRON CORP COM 166764100 265 2536 SH SOLE 0 0 0 CISCO SYS INC COM 17275R102 133 4250 SH SOLE 0 0 0 CLOROX CO DEL COM 189054109 38 282 SH SOLE 0 0 0 COCA COLA CO COM 191216100 810 18060 SH SOLE 0 0 0 COLGATE PALMOLIVE CO COM 194162103 521 7028 SH SOLE 0 0 0 COMCAST CORP CL A 20030N101 258 6620 SH SOLE 0 0 0 CONSOLIDATED EDISON INC COM 209115104 88 1086 SH SOLE 0 0 0 CSX CORP COM 126408103 479 8786 SH SOLE 0 0 0 CVS HEALTH CORP COM 126650100 232 2881 SH SOLE 0 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 9 148 SH SOLE 0 0 0 DIAGEO P L C SPON ADR 25243Q205 107 895 SH SOLE 0 0 0 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 3 96 SH SOLE 0 0 0 DISNEY WALT CO COM DISNEY 254687106 39 364 SH SOLE 0 0 0 DOLBY LABORATORIES INC COM 25659T107 84 1720 SH SOLE 0 0 0 DOMINION RES INC VA COM 25746U109 168 2197 SH SOLE 0 0 0 DOW CHEM CO COM 260543103 74 1172 SH SOLE 0 0 0 DUKE ENERGY CORP COM 26441C204 136 1629 SH SOLE 0 0 0 EATON VANCE NATL MUN OPPORT COM SHS 27829L105 47 2149 SH SOLE 0 0 0 EMERSON ELEC CO COM 291011104 89 1486 SH SOLE 0 0 0 ENBRIDGE INC COM 29250N105 139 3491 SH SOLE 0 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 14 500 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 1187 14705 SH SOLE 0 0 0 FELCOR LODGING TR INC PFD CV A $1.95 31430F200 31 1101 SH SOLE 0 0 0 GENERAL DYNAMICS CORP COM 369550108 30 154 SH SOLE 0 0 0 GENERAL ELECTRIC CO COM 369604103 1326 49082 SH SOLE 0 0 0 GENERAL MLS INC COM 370334104 306 5517 SH SOLE 0 0 0 GILEAD SCIENCES INC COM 375558103 31 440 SH SOLE 0 0 0 HOME DEPOT INC COM 437076102 253 1651 SH SOLE 0 0 0 HONEYWELL INTL INC COM 438516106 41 308 SH SOLE 0 0 0 HSBC HLDGS PLC ADR A 1/40PF A 404280604 28 1078 SH SOLE 0 0 0 HUNTINGTON BANCSHARES IN COM 446150104 186 13749 SH SOLE 0 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 326 2122 SH SOLE 0 0 0 INGERSOLL-RAND PLC SHS G47791101 142 1553 SH SOLE 0 0 0 INTEL CORP COM 458140100 263 7785 SH SOLE 0 0 0 INTERXION HOLDING N.V SHS N47279109 82 1783 SH SOLE 0 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 338 4067 SH SOLE 0 0 0 ISHARES TR CORE S&P SCP ETF 464287804 232 3310 SH SOLE 0 0 0 ISHARES TR CORE S&P500 ETF 464287200 2643 10857 SH SOLE 0 0 0 ISHARES TR CORE US AGGBD ET 464287226 3187 29100 SH SOLE 0 0 0 ISHARES TR IBOXX INV CP ETF 464287242 4 32 SH SOLE 0 0 0 ISHARES TR MICRO-CAP ETF 464288869 626 7043 SH SOLE 0 0 0 ISHARES TR NASDQ BIOTEC ETF 464287556 8 27 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 56 473 SH SOLE 0 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 93 803 SH SOLE 0 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1424 8435 SH SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 630 4472 SH SOLE 0 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 187 1364 SH SOLE 0 0 0 ISHARES TR S&P 500 VAL ETF 464287408 297 2828 SH SOLE 0 0 0 ISHARES TR S&P MC 400GR ETF 464287606 33 166 SH SOLE 0 0 0 ISHARES TR S&P MC 400VL ETF 464287705 91 610 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF 464287168 5542 60097 SH SOLE 0 0 0 ISHARES TR SP SMCP600GR ETF 464287887 82 523 SH SOLE 0 0 0 ISHARES TR SP SMCP600VL ETF 464287879 115 820 SH SOLE 0 0 0 ISHARES TR U.S. PFD STK ETF 464288687 1893 48318 SH SOLE 0 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 116 1310 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 1869 14131 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 301 3289 SH SOLE 0 0 0 KIMBERLY CLARK CORP COM 494368103 320 2480 SH SOLE 0 0 0 KRAFT HEINZ CO COM 500754106 208 2432 SH SOLE 0 0 0 LILLY ELI & CO COM 532457108 300 3647 SH SOLE 0 0 0 M & T BK CORP COM 55261F104 32 200 SH SOLE 0 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 54 754 SH SOLE 0 0 0 MARSH & MCLENNAN COS INC COM 571748102 32 406 SH SOLE 0 0 0 MCDONALDS CORP COM 580135101 1181 7714 SH SOLE 0 0 0 MEDTRONIC PLC SHS SHS G5960L103 251 2829 SH SOLE 0 0 0 MERCK & CO INC COM 58933Y105 595 9291 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 1317 19112 SH SOLE 0 0 0 MOLSON COORS BREWING CO CL B 60871R209 53 613 SH SOLE 0 0 0 MONDELEZ INTL INC CL A 609207105 94 2168 SH SOLE 0 0 0 MORGAN STANLEY COM NEW 617446448 268 6008 SH SOLE 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 51 371 SH SOLE 0 0 0 NEXTERA ENERGY INC COM 65339F101 151 1081 SH SOLE 0 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 461 33251 SH SOLE 0 0 0 ORACLE CORP COM 68389X105 53 1051 SH SOLE 0 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 78 4432 SH SOLE 0 0 0 PEPSICO INC COM 713448108 792 6855 SH SOLE 0 0 0 PFIZER INC COM 717081103 477 14210 SH SOLE 0 0 0 PHILIP MORRIS INTL INC COM 718172109 396 3368 SH SOLE 0 0 0 PHILLIPS 66 COM 718546104 23 279 SH SOLE 0 0 0 PNC FINL SVCS GROUP IN COM 693475105 50 402 SH SOLE 0 0 0 PPG INDS INC COM 693506107 415 3775 SH SOLE 0 0 0 PPL CORP COM 69351T106 34 881 SH SOLE 0 0 0 PROCTER & GAMBLE CO COM 742718109 667 7653 SH SOLE 0 0 0 POWERSHARES ETF TR II FDM HG YLD RAFI 73936T557 4 221 SH SOLE 0 0 0 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 5414 121045 SH SOLE 0 0 0 POWERSHARES ETF TRUST DYNA BUYBK ACH 73935X286 65 1208 SH SOLE 0 0 0 PROSHARES TR PSHS ULT MCAP400 74347R404 25 238 SH SOLE 0 0 0 PROSHARES TR PSHS ULT S&P 500 74347R107 171 1917 SH SOLE 0 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 247 4276 SH SOLE 0 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 35 804 SH SOLE 0 0 0 REALTY INCOME CORP COM 756109104 38 694 SH SOLE 0 0 0 REYNOLDS AMERICAN INC COM 761713106 278 4280 SH SOLE 0 0 0 RYDEX ETF TRUST GUG S&P500 PU GR 78355W403 9 92 SH SOLE 0 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 13191 142333 SH SOLE 0 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3 86 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3171 35376 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1099 20005 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2714 34251 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 6 89 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1688 68427 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 76 1111 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 554 10659 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2 28 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 871 15926 SH SOLE 0 0 0 ISHARES TR U.S. TELECOM ETF 464287713 3 103 SH SOLE 0 0 0 SOUTHERN CO COM 842587107 159 3317 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 14916 61687 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 123 388 SH SOLE 0 0 0 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 9 243 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 26 267 SH SOLE 0 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 16903 190157 SH SOLE 0 0 0 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 29 649 SH SOLE 0 0 0 SPIRE INC COM 84857L101 41 585 SH SOLE 0 0 0 STARBUCKS CORP COM 855244109 43 739 SH SOLE 0 0 0 SYSCO CORP COM 871829107 51 1009 SH SOLE 0 0 0 TEREX CORP COM 880779103 3 86 SH SOLE 0 0 0 TIME WARNER INC COM 887317303 25 249 SH SOLE 0 0 0 TJX COS INC COM 872540109 1097 15202 SH SOLE 0 0 0 TORONTO DOMINION BK ONT COM 891160509 90 1781 SH SOLE 0 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 57 2012 SH SOLE 0 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 112 4025 SH SOLE 0 0 0 UNILEVER PLC SPON ADR 904767704 51 935 SH SOLE 0 0 0 UNION PAC CORP COM 907818108 45 415 SH SOLE 0 0 0 UNITED TECHNOLOGIES CORP COM 913017109 218 1788 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM 91324P102 204 1101 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 269 2118 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 190 1612 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 91 885 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 7532 52852 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1013 4562 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 114 924 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 6 44 SH SOLE 0 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 177 1218 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 55 1099 SH SOLE 0 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 6756 72908 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YIELD 921946406 115 1471 SH SOLE 0 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 75 509 SH SOLE 0 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 53 468 SH SOLE 0 0 0 VENTAS INC COM 92276F100 17 250 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 312 6975 SH SOLE 0 0 0 VISA INC COM CL A 92826C839 92 985 SH SOLE 0 0 0 WAL-MART STORES INC COM 931142103 174 2303 SH SOLE 0 0 0 WEC ENERGY GROUP INC COM 92939U106 22 356 SH SOLE 0 0 0 WELLS FARGO & CO COM 949746101 274 4954 SH SOLE 0 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 51 394 SH SOLE 0 0 0 EPR PPTYS COM SH BEN INT 26884U109 46 634 SH SOLE 0 0 0 FOOT LOCKER INC COM 344849104 0 6 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT 46434G103 17 334 SH SOLE 0 0 0 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 2087 41515 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11 184 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9 192 SH SOLE 0 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 54 1407 SH SOLE 0 0 0 UNION BANKSHARES CORP NEW COM 90539J109 223 6581 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 24 580 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 40 962 SH SOLE 0 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 65 464 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 44 355 SH SOLE 0 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 52 832 SH SOLE 0 0 0