Jason Blumstein

JULIUS WEALTH ADVISORS

Englewood Cliffs, NJ 07632

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CRD#: 4964191

Professional summary

Jason Blumstein, who also goes by Jason Marc Blumstein, is a registered financial advisor currently at JULIUS WEALTH ADVISORS, LLC located in Englewood Cliffs, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jason has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Marc Blumstein

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 Blumstein's 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

October 7, 2021 - Present

JULIUS WEALTH ADVISORS, LLC

Office #1: 200 Sylvan Ave Suite 23a, Englewood Cliffs, NJ 07632

RIA

CRD#: 316741

Englewood Cliffs, NJ

Past

October 7, 2011 - October 1, 2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

June 8, 2007 - September 29, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NEW YORK, NY

Past

June 8, 2007 - September 29, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NEW YORK, NY

Past

April 2, 2007 - July 2, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

April 2, 2007 - July 2, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

August 16, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PURCHASE, NY

Past

September 14, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

California
(4/23/2024)

IAR

Florida
(10/20/2022)

IAR

New Jersey
(10/7/2021)

IAR

New York
(11/15/2022)

IAR

Texas
(9/27/2023)

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 66

Date: 8/9/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 7/17/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/13/2005

General Securities Representative Examination

Current Firm

JULIUS WEALTH ADVISORS, LLC

CRD#: 316741 / SEC#:

California

Registered Investment Advisory firm - (4/23/2024 Approved)

Florida

Registered Investment Advisory firm - (10/20/2022 Approved)

New Jersey

Registered Investment Advisory firm - (10/7/2021 Approved)

New York

Registered Investment Advisory firm - (11/15/2022 Approved)

Texas

Registered Investment Advisory firm - (9/14/2023 Conditional Restricted)

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Contact information

Main Address

200 Sylvan Ave Suite 23a, Englewood Cliffs, NJ 07632

Mailing Address

Phone number

(201) 408-4644

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	164
AUM (Assets Under Management)	$ 36,997,197

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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Jason Blumstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

JULIUS WEALTH ADVISORS, LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2006

Series 31

Date: 7/17/2006

Series 7

Date: 9/13/2005

Current Firm

JULIUS WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JULIUS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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