Julie Jason, J.D., L.L.M.
Lawyer and seasoned investment counsel, Julie Jason, JD, LLM, runs a high-net-worth fiduciary boutique that specializes in retirement portfolios. Her most recent investment book is The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients). For Jason's current virtual CLE lectures, see the ABA's Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients; Lawline's SEC Disclosure Tool (Form CRS) Helps Attorneys With Their...See more
Lawyer and seasoned investment counsel, Julie Jason, JD, LLM, runs a high-net-worth fiduciary boutique that specializes in retirement portfolios. Her most recent investment book is The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients). For Jason's current virtual CLE lectures, see the ABA's Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients; Lawline's SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client; and the National Academy of Continuing Legal Education's Form CRS: Practical Considerations for Attorneys. Julie Jason currently resides in Stamford, Connecticut. See less