Jason Harold Shulman

Current Employers

Shulman Demeo Asset Management, Llc

3000 Marcus Avenue Suite 3W1, Lake Success, NY 11042 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-12-10

NY RA
APPROVED

Since 2021-12-10

Branch Locations

3000 Marcus Avenue Suite 3W1, Lake Success, NY 11042 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Shulman Demeo Asset Management	Lake Success	NY	06/2007	Present

06/2007 → Present

Shulman Demeo Asset Management

Lake Success, NY

Previous Registrations

2002-04-11 → 2007-06-14

Equitable Advisors, Llc

Melville, NY

Lake Success, NY

Lake Success, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-10
S63	Uniform Securities Agent State Law Examination	1985-07-22

S65 Uniform Investment Adviser Law Examination

2021-12-10
S63 Uniform Securities Agent State Law Examination

1985-07-22

Other Names

Jason H Shulman

View on SEC IAPD