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Should you invest on your own or with an adviser? What does it take to go solo? What does it take to work with an adviser? How do you determine what type of adviser is best for you? This course will help you answer these questions based on the brand-new SEC-mandated disclosure documents called Form CRS, which all advisers must provide their clients.
Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. (www.jacksongrant.us) A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone a few months ago, is syndicated by King Features and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.
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