Kristen Jackson has been President and CEO of Grant Street Asset Management since March 2006, is a control person of the firm and directly owns between 25% and 50% of it.
Grant Street Asset Management Inc is a Canonsburg, PA firm with $769M under management, 445 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Kristen E. Jackson is President and CEO and a Senior Wealth Advisor of Grant Street Asset Management, Inc., and a member of its Investment Committee. Her career at the firm began with an internship at Grant Street. She has over twenty years of experience in the finance industry, and her work spans portfolio management, wealth and estate strategy and financial planning.
- – present · 20 yearsCanonsburg, PA · Adviser representative · Firm CRD 106980
Professional designations
Listed by Grant Street Asset Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Kristen Jackson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2006; the most recent is Texas, in June 2024.
- PennsylvaniaSince 13 February 2006
- TexasResidentSince 20 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kristen Evans Jackson
- CRD
- 5088157
- Firm
- Grant Street Asset Management · CRD 106980
- Role
- President and CEO
- Office
- 380 SOUTHPOINTE BLVD, SOUTH POINTE PLAZA II SUITE 315, Canonsburg, PA 15317
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gsaminc.com
Where does Kristen Jackson work?
Kristen Jackson has been President and CEO of Grant Street Asset Management Inc since March 2006, and is a control person of the firm.
Is Kristen Jackson a financial advisor?
Yes. Kristen Jackson has a current investment-adviser registration in Pennsylvania and Texas, through Grant Street Asset Management since February 2006.
How many years of experience does Kristen Jackson have?
Kristen Jackson has 20 years in the financial industry, since February 2006, across 1 adviser firm.
What exams has Kristen Jackson passed?
Kristen Jackson passed the Series 65 in February 2006.
Where is Kristen Jackson based?
Kristen Jackson’s registered office is in Canonsburg, PA.
Is Kristen Jackson registered with FINRA?
No. Kristen Jackson has no current broker registration.
Is Kristen Jackson a CFA charterholder?
Grant Street Asset Management lists Kristen Jackson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Kristen Jackson’s record?
Search CRD 5088157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Jackson’s full registration record.
