Jason H. Shulman

SHULMAN DEMEO ASSET MANAGEMENT

Lake Success, NY 11042

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CRD#: 1342056

Professional summary

Jason Harold Shulman, who also goes by Jason H Shulman, is a registered financial advisor currently at SHULMAN DEMEO ASSET MANAGEMENT, LLC located in Lake Success, New York.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jason has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason H Shulman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Harold Shulman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 10, 2021 - Present

SHULMAN DEMEO ASSET MANAGEMENT, LLC

Office #1: 3000 Marcus Avenue Suite 3w1, Lake Success, NY 11042

RIA

CRD#: 142897

Lake Success, NY

Past

June 1, 2007 - March 23, 2009

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

LAKE SUCCESS, NY

Past

April 11, 2002 - June 14, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LAKE SUCCESS, NY

Past

March 12, 1985 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

March 12, 1985 - June 14, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

LAKE SUCCESS, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHULMAN DEMEO ASSET MANAGEMENT, LLC

ENA CAPITAL | SHULMAN DEMEO ASSET MANAGEMENT, LLC

CRD#: 142897 / SEC#: 801-67835

RIA

Registered Investment Advisory firm - (4/26/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(12/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/25/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/11/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SHULMAN DEMEO ASSET MANAGEMENT, LLC

ENA CAPITAL | SHULMAN DEMEO ASSET MANAGEMENT, LLC

CRD#: 142897 / SEC#: 801-67835

RIA

Registered Investment Advisory firm - (4/26/2007 Approved)

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Contact information

Main Address

3000 Marcus Avenue Suite 3w1, Lake Success, NY 11042

Mailing Address

Phone number

(516) 708-9955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 2025 SHULMAN FORM ADV PART 2A FINAL (3/12/2025)

03 2025 SHULMAN FORM ADV I _WRAP_BROCHURE APPENDIX I FINAL (3/12/2025)

Regulatory assets under management

Total Number of Accounts	885
AUM (Assets Under Management)	$ 757,248,091

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jason H. Shulman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Harold Shulman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

SHULMAN DEMEO ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2021

Series 63

Date: 7/22/1985

Series 7

Date: 10/25/1999

Series 6

Date: 3/11/1985

Current Firm

SHULMAN DEMEO ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHULMAN DEMEO ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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