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Jason Blumstein

Julius Wealth Advisors, LLC

Englewood Cliffs, NJ

CRD 4964191

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Employer firm

Julius Wealth Advisors, LLC CRD 316741

$50.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Julius Wealth Advisors, Llc

200 Sylvan Ave Suite 23A, Englewood Cliffs, NJ 07632 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-23
TX RA APPROVED_RES 2023-09-14
NY RA APPROVED 2022-11-15
FL RA APPROVED 2022-10-20
NJ RA APPROVED 2021-10-07
  • CA RA
    APPROVED
    Since 2024-04-23
  • TX RA
    APPROVED_RES
    Since 2023-09-14
  • NY RA
    APPROVED
    Since 2022-11-15
  • FL RA
    APPROVED
    Since 2022-10-20
  • NJ RA
    APPROVED
    Since 2021-10-07

Branch Locations

200 Sylvan Ave Suite 23A, Englewood Cliffs, NJ 07632 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase & Co. New York NY 05/2007 10/2018
Satovsky Asset Management New York NY 10/2018 08/2021
Julius Wealth Advisors, Llc Englewood NJ 09/2021 Present
  • 05/2007 → 10/2018
    Jp Morgan Chase & Co.
    New York, NY
  • 10/2018 → 08/2021
    Satovsky Asset Management
    New York, NY
  • 09/2021 → Present
    Julius Wealth Advisors, Llc
    Englewood, NJ
Previous Registrations
  • 2007-06-08 → 2011-09-29
    Chase Investment Services Corp.
    New York, NY
    New York, NY
  • 2007-04-02 → 2007-07-02
    Morgan Stanley & Co. Llc
    New York, NY
  • 2006-08-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Purchase, NY
    Purchase, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-09
  • S66 Uniform Combined State Law Examination
    2006-08-09
Designations
  • Chartered Financial Analyst
Other Names
  • Jason Marc Blumstein

View on SEC IAPD

Nearby Firms

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Euikyu Yun
PAUL EDWARD PAHLCK
MEEN HO RHU

Nearby Offices

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC · ENGLEWOOD CLIFFS, NJ
EDWARD JONES · ENGLEWOOD CLIFFS, NJ
CETERA INVESTMENT ADVISERS LLC · ENGLEWOOD CLIFF, NJ

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