Read Chapter 1
Listen to Julie talk about her new book on Attorney Stephen Seckler's podcast
"Counsel to Counsel"
Form CRS: Practical Considerations for Attorneys
-National Academy of Continuing Legal Education
SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client -Lawline
Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Client
-American Bar Association
The Discerning Investor
Personal Portfolio Management in Retirement for Lawyers (and Their Clients)
Editorial Review
"Jason's presentation is intellectually rigorous—instead of self-help-style nostrums, she furnishes concrete, actionable advice substantiated with empirical data. Moreover, despite necessary excursions into technicality, this is a thoroughly readable book that will be entirely accessible to those with a limited understanding of investment strategies.""Another of its virtues is that it never dispenses hyperbolic promises and unflinchingly confronts the reality of risk: 'In my experience, the most satisfied investors are those who embrace the investor's dilemma, understanding that risk (uncertainty) and reward (high returns) are forever and always intertwined."
"Overall, this is an impressively informative book that attests to the author's 30-plus years of experience in the financial industry."
—Kirkus Reviews
Read what the experts say about this book
The author, Julie Jason, JD, LLM, has the unique experience of working under two regulatory environments: as a lawyer and executive on Wall Street with a registered broker-dealer and on Main Street with a registered investment adviser.
Her firm, Jackson, Grant Investment Advisers, Inc. of Stamford, CT (www.jacksongrantus.com), functions as an independent investment counsel to high-net-worth families. A longtime advocate for financial literacy education, she write and lectures on topics relating to investor protection and investor education. Email Julie at julie@juliejason.com