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Jason Blumstein

Julius Wealth Advisors, LLC

Englewood Cliffs, NJ

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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
Other Names
  • Jason Marc Blumstein

View on SEC IAPD

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Other Offices

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC · ENGLEWOOD CLIFFS, NJ
EDWARD JONES · ENGLEWOOD CLIFFS, NJ
CETERA INVESTMENT ADVISERS LLC · ENGLEWOOD CLIFF, NJ
EQUITABLE ADVISORS, LLC · ENGLEWOOD CLIFFS, NJ
WORLD STEEL DYNAMICS · ENGLEWOOD CLIFFS, NJ
MALVERN RIDGE WEALTH MANAGEMENT · ENGLEWOOD CLIFFS, NJ
EQUITABLE ADVISORS, LLC · ENGLEWOOD CLIFFS, NJ
ASHE CAPITAL MANAGEMENT, LP · ENGLEWOOD CLIFFS, NJ

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